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M.D. Sass LLC’s SBA Communications SBAC Stock Holding History

M.D. Sass LLC’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
2025
Q1 		– Sell
-290,925
Closed -$59.3M – 39
2024
Q4 		$59.3M Sell
290,925
-21,147
-7% -$4.76M 4.46% 13
2024
Q3 		$75.1M Sell
312,072
-10,434
-3% -$2.31M 5.56% 8
2024
Q2 		$63.3M Buy
322,506
+123,982
+62% +$24.5M 4.55% 10
2024
Q1 		$43M Buy
198,524
+144,470
+267% +$32.1M 4.85% 7
2023
Q4 		$13.7M Buy
+54,054
New +$12.1M 1.65% 23

Other funds holding SBAC

Vanguard Group
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

M.D. Sass LLC's SBAC Position: Q1 2025 in Review

M.D. Sass LLC sold out of SBA Communications (SBAC) in Q1 2025, closing a stake of 290,925 shares — an estimated $59.3M sold.

M.D. Sass LLC first reported a position in SBAC in Q4 2023 and held it in 5 quarters. The position peaked at $75.1M in Q3 2024. 691 funds tracked by Wall St. Rank hold SBAC as of Q1 2025.

  • M.D. Sass LLC reported no remaining SBA Communications position as of Q1 2025 after selling out during the quarter.
  • M.D. Sass LLC sold 290,925 SBA Communications shares in Q1 2025, an estimated $59.3M.
  • M.D. Sass LLC first reported a position in SBA Communications in Q4 2023 and held it in 5 quarters.
  • M.D. Sass LLC's SBA Communications position peaked at $75.1M in Q3 2024.
  • 691 funds tracked by Wall St. Rank held SBA Communications as of Q1 2025.

Based on M.D. Sass LLC's 13F filing for Q1 2025, filed 9 May 2025.