Jericho Capital Asset Management’s SBA Communications SBAC Stock Holding History

Jericho Capital 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
2018 Q1	–	Sell	-900,972	Closed	-$147M	–	34
2017 Q4	$147M	Buy	900,972 +257,972	+40%	+$41M	7.68%	1
2017 Q3	$92.6M	Buy	+643,000	New	+$91.5M	5.26%	5
2015 Q1	–	Sell	-265,506	Closed	-$29.4M	–	42
2014 Q4	$29.4M	Sell	265,506 -128,000	-33%	-$14.4M	1.91%	24
2014 Q3	$43.6M	Sell	393,506 -102,000	-21%	-$11M	2.74%	17
2014 Q2	$50.7M	Sell	495,506 -371,000	-43%	-$35.6M	3.05%	17
2014 Q1	$78.8M	Buy	866,506 +25,156	+3%	+$2.33M	5.54%	9
2013 Q4	$75.6M	Buy	841,350 +331,000	+65%	+$28.4M	5.37%	10
2013 Q3	$41.1M	Buy	+510,350	New	+$38.7M	2.9%	16

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

ACM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jericho Capital Asset Management's SBAC Position: Q1 2018 in Review

Jericho Capital Asset Management sold out of SBA Communications (SBAC) in Q1 2018, closing a stake of 900,972 shares — an estimated $147M sold.

Jericho Capital Asset Management first reported a position in SBAC in Q3 2013 and held it in 8 quarters. The position peaked at $147M in Q4 2017. 526 funds tracked by Wall St. Rank hold SBAC as of Q1 2018.

Jericho Capital Asset Management reported no remaining SBA Communications position as of Q1 2018 after selling out during the quarter.
Jericho Capital Asset Management sold 900,972 SBA Communications shares in Q1 2018, an estimated $147M.
Jericho Capital Asset Management first reported a position in SBA Communications in Q3 2013 and held it in 8 quarters.
Jericho Capital Asset Management's SBA Communications position peaked at $147M in Q4 2017.
526 funds tracked by Wall St. Rank held SBA Communications as of Q1 2018.

Based on Jericho Capital Asset Management's 13F filing for Q1 2018, filed 15 May 2018.