Copeland Capital Management’s SBA Communications SBAC Stock Holding History

Copeland Capital 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
2023 Q1	–	Sell	-18,892	Closed	-$5.3M	–	293
2022 Q4	$5.3M	Sell	18,892 -1,442	-7%	-$401K	0.14%	113
2022 Q3	$5.79M	Buy	20,334 +19,691	+3,062%	+$6.39M	0.19%	109
2022 Q2	$206K	Buy	643 +8	+1%	+$2.7K	0.01%	142
2022 Q1	$219K	Buy	635 +2	+0.3%	+$649	0.01%	139
2021 Q4	$246K	Buy	633 +174	+38%	+$61.1K	0.01%	137
2021 Q3	$152K	Hold	459	–	–	﹤0.01%	146
2021 Q2	$146K	Hold	459	–	–	﹤0.01%	146
2021 Q1	$127K	Buy	+459	New	+$122K	﹤0.01%	149

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copeland Capital Management's SBAC Position: Q1 2023 in Review

Copeland Capital Management sold out of SBA Communications (SBAC) in Q1 2023, closing a stake of 18,892 shares — an estimated $5.3M sold.

Copeland Capital Management first reported a position in SBAC in Q1 2021 and held it in 8 quarters. The position peaked at $5.79M in Q3 2022. 689 funds tracked by Wall St. Rank hold SBAC as of Q1 2023.

Copeland Capital Management reported no remaining SBA Communications position as of Q1 2023 after selling out during the quarter.
Copeland Capital Management sold 18,892 SBA Communications shares in Q1 2023, an estimated $5.3M.
Copeland Capital Management first reported a position in SBA Communications in Q1 2021 and held it in 8 quarters.
Copeland Capital Management's SBA Communications position peaked at $5.79M in Q3 2022.
689 funds tracked by Wall St. Rank held SBA Communications as of Q1 2023.

Based on Copeland Capital Management's 13F filing for Q1 2023, filed 14 Apr 2023.