Intrinsic Edge Capital Management’s SBA Communications SBAC Stock Holding History

Intrinsic Edge 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
2022 Q2	–	Sell	-18,802	Closed	-$6.47M	–	215
2022 Q1	$6.47M	Sell	18,802 -14,500	-44%	-$4.7M	0.5%	78
2021 Q4	$13M	Hold	33,302	–	–	0.82%	39
2021 Q3	$11M	Hold	33,302	–	–	0.76%	46
2021 Q2	$10.6M	Sell	33,302 -61,943	-65%	-$18.6M	0.62%	56
2021 Q1	$26.4M	Buy	+95,245	New	+$25.2M	1.8%	4
2020 Q3	–	Sell	-12,000	Closed	-$3.58M	–	285
2020 Q2	$3.58M	Sell	12,000 -5,000	-29%	-$1.48M	0.33%	117
2020 Q1	$4.59M	Buy	+17,000	New	+$4.49M	0.61%	54

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Intrinsic Edge Capital Management's SBAC Position: Q2 2022 in Review

Intrinsic Edge Capital Management sold out of SBA Communications (SBAC) in Q2 2022, closing a stake of 18,802 shares — an estimated $6.47M sold.

Intrinsic Edge Capital Management first reported a position in SBAC in Q1 2020 and held it in 7 quarters. The position peaked at $26.4M in Q1 2021. 675 funds tracked by Wall St. Rank hold SBAC as of Q2 2022.

Intrinsic Edge Capital Management reported no remaining SBA Communications position as of Q2 2022 after selling out during the quarter.
Intrinsic Edge Capital Management sold 18,802 SBA Communications shares in Q2 2022, an estimated $6.47M.
Intrinsic Edge Capital Management first reported a position in SBA Communications in Q1 2020 and held it in 7 quarters.
Intrinsic Edge Capital Management's SBA Communications position peaked at $26.4M in Q1 2021.
675 funds tracked by Wall St. Rank held SBA Communications as of Q2 2022.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.