OAM
SBAC icon

Optimal Asset Management’s SBA Communications SBAC Stock Holding History

Optimal Asset 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
2021
Q1 		– Sell
-2,022
Closed -$570K – 414
2020
Q4 		$570K Sell
2,022
-1
-0% -$294 0.08% 325
2020
Q3 		$644K Sell
2,023
-685
-25% -$209K 0.09% 307
2020
Q2 		$807K Sell
2,708
-2,504
-48% -$739K 0.13% 247
2020
Q1 		$1.41K Buy
5,212
+2,737
+111% +$722K 0.13% 238
2019
Q4 		$596K Buy
+2,475
New +$587K 0.09% 301

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Optimal Asset Management's SBAC Position: Q1 2021 in Review

Optimal Asset Management sold out of SBA Communications (SBAC) in Q1 2021, closing a stake of 2,022 shares — an estimated $570K sold.

Optimal Asset Management first reported a position in SBAC in Q4 2019 and held it in 5 quarters. The position peaked at $807K in Q2 2020. 606 funds tracked by Wall St. Rank hold SBAC as of Q1 2021.

  • Optimal Asset Management reported no remaining SBA Communications position as of Q1 2021 after selling out during the quarter.
  • Optimal Asset Management sold 2,022 SBA Communications shares in Q1 2021, an estimated $570K.
  • Optimal Asset Management first reported a position in SBA Communications in Q4 2019 and held it in 5 quarters.
  • Optimal Asset Management's SBA Communications position peaked at $807K in Q2 2020.
  • 606 funds tracked by Wall St. Rank held SBA Communications as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.