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Meritage Group’s SBA Communications SBAC Stock Holding History

Meritage Group’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
2019
Q3 		– Sell
-417,314
Closed -$93.8M – 22
2019
Q2 		$93.8M Sell
417,314
-727,015
-64% -$153M 1.64% 18
2019
Q1 		$228M Sell
1,144,329
-132,108
-10% -$23.9M 4.85% 9
2018
Q4 		$207M Buy
1,276,437
+11,081
+0.9% +$1.8M 4.89% 9
2018
Q3 		$203M Buy
1,265,356
+125,222
+11% +$20M 3.16% 11
2018
Q2 		$188M Buy
1,140,134
+286,793
+34% +$46.3M 3.15% 13
2018
Q1 		$146M Sell
853,341
-394,376
-32% -$65.4M 2.54% 15
2017
Q4 		$204M Sell
1,247,717
-721,498
-37% -$115M 3.42% 9
2017
Q3 		$284M Sell
1,969,215
-333,777
-14% -$47.5M 5.15% 6
2017
Q2 		$311M Hold
2,302,992
– – 7.62% 3
2017
Q1 		$277M Sell
2,302,992
-431,895
-16% -$47.7M 7.2% 3
2016
Q4 		$282M Buy
2,734,887
+3,588
+0.1% +$378K 7.59% 3
2016
Q3 		$306M Buy
2,731,299
+234,430
+9% +$26.5M 8.02% 3
2016
Q2 		$270M Buy
2,496,869
+414,476
+20% +$42M 7.01% 5
2016
Q1 		$209M Buy
+2,082,393
New +$199M 4.71% 6

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Meritage Group's SBAC Position: Q3 2019 in Review

Meritage Group sold out of SBA Communications (SBAC) in Q3 2019, closing a stake of 417,314 shares — an estimated $93.8M sold.

Meritage Group first reported a position in SBAC in Q1 2016 and held it in 14 quarters. The position peaked at $311M in Q2 2017. 569 funds tracked by Wall St. Rank hold SBAC as of Q3 2019.

  • Meritage Group reported no remaining SBA Communications position as of Q3 2019 after selling out during the quarter.
  • Meritage Group sold 417,314 SBA Communications shares in Q3 2019, an estimated $93.8M.
  • Meritage Group first reported a position in SBA Communications in Q1 2016 and held it in 14 quarters.
  • Meritage Group's SBA Communications position peaked at $311M in Q2 2017.
  • 569 funds tracked by Wall St. Rank held SBA Communications as of Q3 2019.

Based on Meritage Group's 13F filing for Q3 2019, filed 14 Nov 2019.