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YHB Investment Advisors’s Crown Castle CCI Stock Holding History

YHB Investment 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
2023
Q2 		– Sell
-1,720
Closed -$230K – 282
2023
Q1 		$230K Buy
1,720
+100
+6% +$13.8K 0.02% 264
2022
Q4 		$220K Hold
1,620
– – 0.02% 270
2022
Q3 		$234K Sell
1,620
-160
-9% -$27.4K 0.03% 251
2022
Q2 		$300K Hold
1,780
– – 0.03% 224
2022
Q1 		$329K Sell
1,780
-95
-5% -$16.9K 0.03% 231
2021
Q4 		$391K Sell
1,875
-38
-2% -$7.02K 0.03% 229
2021
Q3 		$332K Buy
1,913
+118
+7% +$22.8K 0.03% 230
2021
Q2 		$350K Buy
1,795
+65
+4% +$12.2K 0.03% 233
2021
Q1 		$311K Sell
1,730
-710
-29% -$114K 0.03% 236
2020
Q4 		$388K Buy
2,440
+50
+2% +$8.11K 0.04% 210
2020
Q3 		$398K Buy
2,390
+980
+70% +$162K 0.04% 201
2020
Q2 		$236K Buy
+1,410
New +$227K 0.03% 164

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YHB Investment Advisors's CCI Position: Q2 2023 in Review

YHB Investment Advisors sold out of Crown Castle (CCI) in Q2 2023, closing a stake of 1,720 shares — an estimated $230K sold.

YHB Investment Advisors first reported a position in CCI in Q2 2020 and held it in 12 quarters. The position peaked at $398K in Q3 2020. 1,235 funds tracked by Wall St. Rank hold CCI as of Q2 2023.

  • YHB Investment Advisors reported no remaining Crown Castle position as of Q2 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 1,720 Crown Castle shares in Q2 2023, an estimated $230K.
  • YHB Investment Advisors first reported a position in Crown Castle in Q2 2020 and held it in 12 quarters.
  • YHB Investment Advisors's Crown Castle position peaked at $398K in Q3 2020.
  • 1,235 funds tracked by Wall St. Rank held Crown Castle as of Q2 2023.

Based on YHB Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.