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Zullo Investment Group’s Crown Castle CCI Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-40
Closed -$5.43K – 215
2022
Q4 		$5.43K Hold
40
– – ﹤0.01% 586
2022
Q3 		$6K Hold
40
– – ﹤0.01% 559
2022
Q2 		$7K Hold
40
– – ﹤0.01% 548
2022
Q1 		$7K Hold
40
– – ﹤0.01% 585
2021
Q4 		$8K Buy
+40
New +$7.39K ﹤0.01% 564

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Zullo Investment Group's CCI Position: Q1 2023 in Review

Zullo Investment Group sold out of Crown Castle (CCI) in Q1 2023, closing a stake of 40 shares — an estimated $5.43K sold.

Zullo Investment Group first reported a position in CCI in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold CCI as of Q1 2023.

  • Zullo Investment Group reported no remaining Crown Castle position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 40 Crown Castle shares in Q1 2023, an estimated $5.43K.
  • Zullo Investment Group first reported a position in Crown Castle in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Crown Castle position peaked at $8K in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held Crown Castle as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.