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Rockbridge Investment Management’s SBA Communications SBAC Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-15
Closed -$3.81K – 514
2023
Q4 		$3.81K Buy
+15
New +$3.37K ﹤0.01% 493
2022
Q3 		– Sell
-15
Closed -$4.8K – 491
2022
Q2 		$4.8K Hold
15
– – ﹤0.01% 466
2022
Q1 		$5.26K Sell
15
-325
-96% -$105K ﹤0.01% 619
2021
Q4 		$132K Hold
340
– – 0.02% 217
2021
Q3 		$112K Hold
340
– – 0.02% 216
2021
Q2 		$108K Hold
340
– – 0.02% 216
2021
Q1 		$94K Buy
340
+15
+5% +$3.97K 0.02% 218
2020
Q4 		$92K Hold
325
– – 0.02% 212
2020
Q3 		$104K Buy
+325
New +$99.3K 0.02% 186

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's SBAC Position: Q1 2024 in Review

Rockbridge Investment Management sold out of SBA Communications (SBAC) in Q1 2024, closing a stake of 15 shares — an estimated $3.81K sold.

Rockbridge Investment Management first reported a position in SBAC in Q3 2020 and held it in 9 quarters. The position peaked at $132K in Q4 2021. 668 funds tracked by Wall St. Rank hold SBAC as of Q1 2024.

  • Rockbridge Investment Management reported no remaining SBA Communications position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 15 SBA Communications shares in Q1 2024, an estimated $3.81K.
  • Rockbridge Investment Management first reported a position in SBA Communications in Q3 2020 and held it in 9 quarters.
  • Rockbridge Investment Management's SBA Communications position peaked at $132K in Q4 2021.
  • 668 funds tracked by Wall St. Rank held SBA Communications as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.