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WestEnd Advisors’s Crown Castle CCI Stock Holding History

WestEnd Advisors’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
Q4 		– Sell
-3
Closed -$356 – 355
2024
Q3 		$356 Buy
+3
New +$330 ﹤0.01% 223
2014
Q1 		– Sell
-1,767,580
Closed -$130M – 34
2013
Q4 		$130M Sell
1,767,580
-337,980
-16% -$25M 4.69% 17
2013
Q3 		$154M Sell
2,105,560
-70,904
-3% -$5.07M 5.04% 5
2013
Q2 		$158M Buy
+2,176,464
New +$160M 5.18% 3

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WestEnd Advisors's CCI Position: Q4 2024 in Review

WestEnd Advisors sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 3 shares — an estimated $356 sold.

WestEnd Advisors first reported a position in CCI in Q2 2013 and held it in 4 quarters. The position peaked at $158M in Q2 2013. 1,124 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • WestEnd Advisors reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • WestEnd Advisors sold 3 Crown Castle shares in Q4 2024, an estimated $356.
  • WestEnd Advisors first reported a position in Crown Castle in Q2 2013 and held it in 4 quarters.
  • WestEnd Advisors's Crown Castle position peaked at $158M in Q2 2013.
  • 1,124 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

Based on WestEnd Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.