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Ellevest Inc’s SBA Communications SBAC Stock Holding History

Ellevest Inc’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
Q4 		– Sell
-1,004
Closed -$201K – 407
2023
Q3 		$201K Sell
1,004
-196
-16% -$43.6K 0.02% 331
2023
Q2 		$278K Buy
1,200
+207
+21% +$49.5K 0.02% 283
2023
Q1 		$259K Buy
993
+482
+94% +$133K 0.02% 272
2022
Q4 		$143K Hold
511
– – 0.01% 361
2022
Q3 		$145K Buy
511
+237
+86% +$76.9K 0.01% 342
2022
Q2 		$88K Buy
274
+85
+45% +$28.6K 0.01% 441
2022
Q1 		$65K Buy
189
+80
+73% +$26K 0.01% 478
2021
Q4 		$42K Buy
+109
New +$38.3K ﹤0.01% 554
2020
Q4 		– Sell
-14
Closed -$4K – 1332
2020
Q3 		$4K Buy
14
+1
+8% +$306 ﹤0.01% 814
2020
Q2 		$4K Buy
+13
New +$3.84K ﹤0.01% 792
2019
Q4 		– Sell
-1
Closed – – 1038
2019
Q3 		$0 Buy
+1
New +$247 ﹤0.01% 585

Other funds holding SBAC

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellevest Inc's SBAC Position: Q4 2023 in Review

Ellevest Inc sold out of SBA Communications (SBAC) in Q4 2023, closing a stake of 1,004 shares — an estimated $201K sold.

Ellevest Inc first reported a position in SBAC in Q3 2019 and held it in 11 quarters. The position peaked at $278K in Q2 2023. 702 funds tracked by Wall St. Rank hold SBAC as of Q4 2023.

  • Ellevest Inc reported no remaining SBA Communications position as of Q4 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,004 SBA Communications shares in Q4 2023, an estimated $201K.
  • Ellevest Inc first reported a position in SBA Communications in Q3 2019 and held it in 11 quarters.
  • Ellevest Inc's SBA Communications position peaked at $278K in Q2 2023.
  • 702 funds tracked by Wall St. Rank held SBA Communications as of Q4 2023.

Based on Ellevest Inc's 13F filing for Q4 2023, filed 6 Feb 2024.