AJO LP’s SBA Communications SBAC Stock Holding History

AJO LP’s Portfolio SBAC Stock Details SBAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,978	Closed	-$589K	–	790
2020 Q2	$589K	Sell	1,978 -1,739	-47%	-$513K	0.01%	502
2020 Q1	$1M	Buy	+3,717	New	+$981K	0.01%	427
2019 Q4	–	Sell	-11,949	Closed	-$2.88M	–	662
2019 Q3	$2.88M	Sell	11,949 -35,330	-75%	-$8.74M	0.02%	359
2019 Q2	$10.6M	Sell	47,279 -152,326	-76%	-$32.1M	0.06%	218
2019 Q1	$39.9M	Sell	199,605 -10,503	-5%	-$1.9M	0.21%	129
2018 Q4	$34M	Buy	+210,108	New	+$34.2M	0.19%	133
2015 Q3	–	Sell	-1,900	Closed	-$218K	–	548
2015 Q2	$218K	Sell	1,900 -9,000	-83%	-$1.06M	﹤0.01%	506
2015 Q1	$1.28M	Hold	10,900	–	–	0.01%	389
2014 Q4	$1.21M	Hold	10,900	–	–	0.01%	364
2014 Q3	$1.21M	Hold	10,900	–	–	0.01%	335
2014 Q2	$1.11M	Hold	10,900	–	–	﹤0.01%	356
2014 Q1	$991K	Sell	10,900 -2,500	-19%	-$232K	﹤0.01%	332
2013 Q4	$1.2M	Sell	13,400 -42,100	-76%	-$3.62M	0.01%	364
2013 Q3	$4.47M	Sell	55,500 -31,800	-36%	-$2.41M	0.02%	293
2013 Q2	$6.47M	Buy	+87,300	New	+$6.65M	0.03%	279

Other funds holding SBAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AJO LP's SBAC Position: Q3 2020 in Review

AJO LP sold out of SBA Communications (SBAC) in Q3 2020, closing a stake of 1,978 shares — an estimated $589K sold.

AJO LP first reported a position in SBAC in Q2 2013 and held it in 15 quarters. The position peaked at $39.9M in Q1 2019. 632 funds tracked by Wall St. Rank hold SBAC as of Q3 2020.

AJO LP reported no remaining SBA Communications position as of Q3 2020 after selling out during the quarter.
AJO LP sold 1,978 SBA Communications shares in Q3 2020, an estimated $589K.
AJO LP first reported a position in SBA Communications in Q2 2013 and held it in 15 quarters.
AJO LP's SBA Communications position peaked at $39.9M in Q1 2019.
632 funds tracked by Wall St. Rank held SBA Communications as of Q3 2020.

Based on AJO LP's 13F filing for Q3 2020, filed 10 Nov 2020.