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Melvin Capital Management’s SBA Communications SBAC Stock Holding History

Melvin 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
2020
Q4 		– Sell
-300,000
Closed -$95.5M – 113
2020
Q3 		$95.5M Buy
+300,000
New +$91.7M 0.48% 54

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Melvin Capital Management's SBAC Position: Q4 2020 in Review

Melvin Capital Management sold out of SBA Communications (SBAC) in Q4 2020, closing a stake of 300,000 shares — an estimated $95.5M sold.

Melvin Capital Management first reported a position in SBAC in Q3 2020 and held it in 1 quarter. The position peaked at $95.5M in Q3 2020. 642 funds tracked by Wall St. Rank hold SBAC as of Q4 2020.

  • Melvin Capital Management reported no remaining SBA Communications position as of Q4 2020 after selling out during the quarter.
  • Melvin Capital Management sold 300,000 SBA Communications shares in Q4 2020, an estimated $95.5M.
  • Melvin Capital Management first reported a position in SBA Communications in Q3 2020 and held it in 1 quarter.
  • Melvin Capital Management's SBA Communications position peaked at $95.5M in Q3 2020.
  • 642 funds tracked by Wall St. Rank held SBA Communications as of Q4 2020.

Based on Melvin Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.