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Westchester Capital Management (New York)’s Crown Castle CCI Stock Holding History

Westchester Capital Management (New York)’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-83,600
Closed -$8.17M – 197
2024
Q2 		$8.17M Buy
83,600
+28,600
+52% +$2.82M 0.31% 52
2024
Q1 		$5.82M Buy
55,000
+4,000
+8% +$435K 0.21% 74
2023
Q4 		$5.87M Buy
+51,000
New +$5.22M 0.21% 68

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westchester Capital Management (New York)'s CCI Position: Q3 2024 in Review

Westchester Capital Management (New York) sold out of Crown Castle (CCI) in Q3 2024, closing a stake of 83,600 shares — an estimated $8.17M sold.

Westchester Capital Management (New York) first reported a position in CCI in Q4 2023 and held it in 3 quarters. The position peaked at $8.17M in Q2 2024. 1,156 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • Westchester Capital Management (New York) reported no remaining Crown Castle position as of Q3 2024 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 83,600 Crown Castle shares in Q3 2024, an estimated $8.17M.
  • Westchester Capital Management (New York) first reported a position in Crown Castle in Q4 2023 and held it in 3 quarters.
  • Westchester Capital Management (New York)'s Crown Castle position peaked at $8.17M in Q2 2024.
  • 1,156 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

Based on Westchester Capital Management (New York)'s 13F filing for Q3 2024, filed 14 Nov 2024.