Hotaling Investment Management’s SBA Communications SBAC Stock Holding History

Hotaling Investment 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
2022 Q4	$203K	Hold	725	–	–	0.09%	118
2022 Q3	$206K	Sell	725 -8	-1%	-$2.6K	0.1%	108
2022 Q2	$235K	Buy	733 +25	+4%	+$8.43K	0.1%	111
2022 Q1	$244K	Buy	708 +33	+5%	+$10.7K	0.09%	113
2021 Q4	$263K	Buy	675 +27	+4%	+$9.48K	0.09%	121
2021 Q3	$214K	Buy	648 +16	+3%	+$5.54K	0.09%	113
2021 Q2	$201K	Buy	+632	New	+$189K	0.08%	121
2020 Q4	–	Sell	-682	Closed	-$217K	–	119
2020 Q3	$217K	Sell	682 -78	-10%	-$23.8K	0.12%	100
2020 Q2	$226K	Sell	760 -163	-18%	-$48.1K	0.13%	97
2020 Q1	$249K	Sell	923 -53	-5%	-$14K	0.19%	83
2019 Q4	$235K	Hold	976	–	–	0.13%	99
2019 Q3	$235K	Sell	976 -393	-29%	-$97.2K	0.15%	95
2019 Q2	$308K	Sell	1,369 -9	-0.7%	-$1.9K	0.2%	88
2019 Q1	$275K	Hold	1,378	–	–	0.19%	97
2018 Q4	$223K	Buy	+1,378	New	+$224K	0.18%	102

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Hotaling Investment Management's SBAC Position: Q4 2022 in Review

Hotaling Investment Management held its SBA Communications (SBAC) position steady in Q4 2022 at 725 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #118.

Hotaling Investment Management first reported a position in SBAC in Q4 2018 and has held it in 15 quarters since. The position peaked at $308K in Q2 2019. 692 funds tracked by Wall St. Rank hold SBAC as of Q4 2022.

Hotaling Investment Management held 725 shares of SBA Communications worth $203K as of Q4 2022.
Hotaling Investment Management left its SBA Communications share count unchanged in Q4 2022.
SBA Communications made up 0.09% of Hotaling Investment Management's portfolio in Q4 2022, its #118 holding.
Hotaling Investment Management first reported a position in SBA Communications in Q4 2018 and has held it in 15 quarters since.
Hotaling Investment Management's SBA Communications position peaked at $308K in Q2 2019.
692 funds tracked by Wall St. Rank held SBA Communications as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.