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Halpern Financial’s SBA Communications SBAC Stock Holding History

Halpern Financial’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
Q3 		$84.7K Hold
350
– – 0.02% 76
2024
Q2 		$68.7K Hold
350
– – 0.02% 82
2024
Q1 		$75.1K Hold
350
– – 0.02% 80
2023
Q4 		$86.9K Hold
350
– – 0.03% 72
2023
Q3 		$70.1K Hold
350
– – 0.02% 73
2023
Q2 		$81.1K Hold
350
– – 0.03% 68
2023
Q1 		$91.4K Hold
350
– – 0.03% 63
2022
Q4 		$98.1K Hold
350
– – 0.04% 61
2022
Q3 		$99.6K Sell
350
-30
-8% -$9.74K 0.04% 60
2022
Q2 		$122K Buy
+380
New +$128K 0.05% 60

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Halpern Financial's SBAC Position: Q3 2024 in Review

Halpern Financial held its SBA Communications (SBAC) position steady in Q3 2024 at 350 shares worth $84.7K. The position accounts for 0.02% of the portfolio, ranked #76.

Halpern Financial first reported a position in SBAC in Q2 2022 and has held it in 10 quarters since. The position peaked at $122K in Q2 2022. 681 funds tracked by Wall St. Rank hold SBAC as of Q3 2024.

  • Halpern Financial held 350 shares of SBA Communications worth $84.7K as of Q3 2024.
  • Halpern Financial left its SBA Communications share count unchanged in Q3 2024.
  • SBA Communications made up 0.02% of Halpern Financial's portfolio in Q3 2024, its #76 holding.
  • Halpern Financial first reported a position in SBA Communications in Q2 2022 and has held it in 10 quarters since.
  • Halpern Financial's SBA Communications position peaked at $122K in Q2 2022.
  • 681 funds tracked by Wall St. Rank held SBA Communications as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.