Planned Solutions’s SBA Communications SBAC Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-3	Closed	-$748	–	528
2024 Q3	$748	Buy	+3	New	+$665	﹤0.01%	597

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Planned Solutions's SBAC Position: Q4 2024 in Review

Planned Solutions sold out of SBA Communications (SBAC) in Q4 2024, closing a stake of 3 shares — an estimated $748 sold.

Planned Solutions first reported a position in SBAC in Q3 2024 and held it in 1 quarter. The position peaked at $748 in Q3 2024. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

Planned Solutions reported no remaining SBA Communications position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3 SBA Communications shares in Q4 2024, an estimated $748.
Planned Solutions first reported a position in SBA Communications in Q3 2024 and held it in 1 quarter.
Planned Solutions's SBA Communications position peaked at $748 in Q3 2024.
666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.