Bellevue Asset Management’s SBA Communications SBAC Stock Holding History

Bellevue Asset Management’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
2024 Q4	–	Sell	-10	Closed	-$2.41K	–	507
2024 Q3	$2.41K	Sell	10 -1	-9%	-$222	﹤0.01%	392
2024 Q2	$1.96K	Hold	11	–	–	﹤0.01%	412
2024 Q1	$2.38K	Hold	11	–	–	﹤0.01%	392
2023 Q4	$2.79K	Buy	11 +1	+10%	+$225	﹤0.01%	370
2023 Q3	$2K	Hold	10	–	–	﹤0.01%	388
2023 Q2	$2.32K	Hold	10	–	–	﹤0.01%	390
2023 Q1	$2.61K	Hold	10	–	–	﹤0.01%	381
2022 Q4	$2.78K	Hold	10	–	–	﹤0.01%	359
2022 Q3	$3K	Hold	10	–	–	﹤0.01%	370
2022 Q2	$3K	Hold	10	–	–	﹤0.01%	376
2022 Q1	$3K	Sell	10 -1	-9%	-$324	﹤0.01%	422
2021 Q4	$4K	Hold	11	–	–	﹤0.01%	416
2021 Q3	$4K	Sell	11 -1	-8%	-$346	﹤0.01%	427
2021 Q2	$4K	Hold	12	–	–	﹤0.01%	425
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	528
2020 Q4	$3K	Hold	12	–	–	﹤0.01%	541
2020 Q3	$4K	Hold	12	–	–	﹤0.01%	445
2020 Q2	$4K	Sell	12 -2	-14%	-$590	﹤0.01%	438
2020 Q1	$4K	Sell	14 -6	-30%	-$1.58K	﹤0.01%	424
2019 Q4	$5K	Buy	+20	New	+$4.74K	﹤0.01%	358

Other funds holding SBAC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bellevue Asset Management's SBAC Position: Q4 2024 in Review

Bellevue Asset Management sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 10 shares — an estimated $2.41K sold.

Bellevue Asset Management first reported a position in SBAC in Q4 2019 and held it in 20 quarters. The position peaked at $5K in Q4 2019. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

Bellevue Asset Management reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
Bellevue Asset Management sold 10 SBA Communications shares in Q4 2024, an estimated $2.41K.
Bellevue Asset Management first reported a position in SBA Communications in Q4 2019 and held it in 20 quarters.
Bellevue Asset Management's SBA Communications position peaked at $5K in Q4 2019.
666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Bellevue Asset Management's 13F filing for Q4 2024, filed 6 Feb 2025.