Iridian Asset Management’s SBA Communications SBAC Stock Holding History

Iridian Asset 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
2021 Q1	–	Sell	-4,466	Closed	-$1.26M	–	129
2020 Q4	$1.26M	Sell	4,466 -1,460	-25%	-$429K	0.02%	73
2020 Q3	$1.89M	Sell	5,926 -1,374	-19%	-$420K	0.04%	53
2020 Q2	$2.17M	Hold	7,300	–	–	0.05%	49
2020 Q1	$1.97M	Sell	7,300 -400	-5%	-$106K	0.05%	50
2019 Q4	$1.86M	Hold	7,700	–	–	0.03%	57
2019 Q3	$1.86M	Buy	7,700 +400	+5%	+$99K	0.03%	48
2019 Q2	$1.64M	Sell	7,300 -7,000	-49%	-$1.48M	0.02%	53
2019 Q1	$2.85M	Sell	14,300 -9,400	-40%	-$1.7M	0.04%	49
2018 Q4	$3.84M	Sell	23,700 -583,744	-96%	-$95M	0.05%	48
2018 Q3	$97.6M	Sell	607,444 -428,970	-41%	-$68.4M	0.98%	44
2018 Q2	$171M	Sell	1,036,414 -329,405	-24%	-$53.2M	1.58%	34
2018 Q1	$233M	Sell	1,365,819 -663,978	-33%	-$110M	2.09%	19
2017 Q4	$332M	Sell	2,029,797 -429,673	-17%	-$68.3M	2.79%	7
2017 Q3	$354M	Sell	2,459,470 -181,728	-7%	-$25.9M	3.02%	7
2017 Q2	$356M	Buy	2,641,198 +1,237,008	+88%	+$161M	3.15%	5
2017 Q1	$169M	Buy	+1,404,190	New	+$155M	1.52%	32

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Iridian Asset Management's SBAC Position: Q1 2021 in Review

Iridian Asset Management sold out of SBA Communications (SBAC) in Q1 2021, closing a stake of 4,466 shares — an estimated $1.26M sold.

Iridian Asset Management first reported a position in SBAC in Q1 2017 and held it in 16 quarters. The position peaked at $356M in Q2 2017. 607 funds tracked by Wall St. Rank hold SBAC as of Q1 2021.

Iridian Asset Management reported no remaining SBA Communications position as of Q1 2021 after selling out during the quarter.
Iridian Asset Management sold 4,466 SBA Communications shares in Q1 2021, an estimated $1.26M.
Iridian Asset Management first reported a position in SBA Communications in Q1 2017 and held it in 16 quarters.
Iridian Asset Management's SBA Communications position peaked at $356M in Q2 2017.
607 funds tracked by Wall St. Rank held SBA Communications as of Q1 2021.

Based on Iridian Asset Management's 13F filing for Q1 2021, filed 11 May 2021.