Morton Brown Family Wealth’s SBA Communications SBAC Stock Holding History

Morton Brown Family Wealth’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
2023 Q2	–	Sell	-4	Closed	-$1.04K	–	268
2023 Q1	$1.04K	Buy	+4	New	+$1.1K	﹤0.01%	262
2022 Q3	–	Sell	-4	Closed	-$1K	–	315
2022 Q2	$1K	Buy	+4	New	+$1.35K	﹤0.01%	248
2022 Q1	–	Sell	-4	Closed	-$2K	–	195
2021 Q4	$2K	Buy	+4	New	+$1.41K	﹤0.01%	171

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morton Brown Family Wealth's SBAC Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of SBA Communications (SBAC) in Q2 2023, closing a stake of 4 shares — an estimated $1.04K sold.

Morton Brown Family Wealth first reported a position in SBAC in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 670 funds tracked by Wall St. Rank hold SBAC as of Q2 2023.

Morton Brown Family Wealth reported no remaining SBA Communications position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 4 SBA Communications shares in Q2 2023, an estimated $1.04K.
Morton Brown Family Wealth first reported a position in SBA Communications in Q4 2021 and held it in 3 quarters.
Morton Brown Family Wealth's SBA Communications position peaked at $2K in Q4 2021.
670 funds tracked by Wall St. Rank held SBA Communications as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.