Churchill Management’s SBA Communications SBAC Stock Holding History

Churchill 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
2020 Q4	–	Sell	-23,485	Closed	-$7.48M	–	148
2020 Q3	$7.48M	Sell	23,485 -457	-2%	-$140K	0.18%	72
2020 Q2	$7.13M	Sell	23,942 -630	-3%	-$186K	0.22%	67
2020 Q1	$6.63M	Sell	24,572 -1,494	-6%	-$394K	0.33%	54
2019 Q4	$6.28M	Sell	26,066 -537	-2%	-$127K	0.12%	81
2019 Q3	$6.42M	Sell	26,603 -1,417	-5%	-$351K	0.16%	75
2019 Q2	$6.3M	Sell	28,020 -742	-3%	-$157K	0.17%	74
2019 Q1	$5.74M	Sell	28,762 -996	-3%	-$181K	0.15%	71
2018 Q4	$4.82M	Sell	29,758 -2,811	-9%	-$458K	0.21%	65
2018 Q3	$5.23M	Buy	32,569 +2,409	+8%	+$384K	0.11%	76
2018 Q2	$4.98M	Buy	+30,160	New	+$4.87M	0.13%	76

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Churchill Management's SBAC Position: Q4 2020 in Review

Churchill Management sold out of SBA Communications (SBAC) in Q4 2020, closing a stake of 23,485 shares — an estimated $7.48M sold.

Churchill Management first reported a position in SBAC in Q2 2018 and held it in 10 quarters. The position peaked at $7.48M in Q3 2020. 642 funds tracked by Wall St. Rank hold SBAC as of Q4 2020.

Churchill Management reported no remaining SBA Communications position as of Q4 2020 after selling out during the quarter.
Churchill Management sold 23,485 SBA Communications shares in Q4 2020, an estimated $7.48M.
Churchill Management first reported a position in SBA Communications in Q2 2018 and held it in 10 quarters.
Churchill Management's SBA Communications position peaked at $7.48M in Q3 2020.
642 funds tracked by Wall St. Rank held SBA Communications as of Q4 2020.

Based on Churchill Management's 13F filing for Q4 2020, filed 13 Jan 2021.