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Kelly Financial Services’s SBA Communications SBAC Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-26
Closed -$6.63K – 822
2023
Q4 		$6.63K Sell
26
-1
-4% -$225 ﹤0.01% 441
2023
Q3 		$5.42K Buy
27
+14
+108% +$3.12K ﹤0.01% 450
2023
Q2 		$3.01K Buy
+13
New +$3.11K ﹤0.01% 513

Other funds holding SBAC

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kelly Financial Services's SBAC Position: Q1 2024 in Review

Kelly Financial Services sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 26 shares — an estimated $6.63K sold.

Kelly Financial Services first reported a position in SBAC in Q2 2023 and held it in 3 quarters. The position peaked at $6.63K in Q4 2023. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • Kelly Financial Services reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • Kelly Financial Services sold 26 SBA Communications shares in Q1 2024, an estimated $6.63K.
  • Kelly Financial Services first reported a position in SBA Communications in Q2 2023 and held it in 3 quarters.
  • Kelly Financial Services's SBA Communications position peaked at $6.63K in Q4 2023.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.