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Simplicity Solutions’s SBA Communications SBAC Stock Holding History

Simplicity 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
2023
Q4 		$370K Sell
1,458
-5
-0.3% -$1.12K 0.01% 765
2023
Q3 		$293K Sell
1,463
-234
-14% -$52.1K 0.01% 776
2023
Q2 		$393K Sell
1,697
-255
-13% -$61K 0.01% 740
2023
Q1 		$510K Buy
1,952
+959
+97% +$264K 0.01% 690
2022
Q4 		$278K Sell
993
-1
-0.1% -$278 0.04% 506
2022
Q3 		$283K Sell
994
-19
-2% -$6.17K 0.04% 479
2022
Q2 		$324K Buy
1,013
+62
+7% +$20.9K 0.04% 415
2022
Q1 		$327K Sell
951
-1,607
-63% -$521K 0.04% 419
2021
Q4 		$996K Buy
2,558
+1,510
+144% +$530K 0.11% 220
2021
Q3 		$347K Buy
1,048
+186
+22% +$64.3K 0.05% 370
2021
Q2 		$275K Buy
862
+89
+12% +$26.7K 0.05% 410
2021
Q1 		$215K Buy
+773
New +$205K 0.05% 455
2016
Q1 		– Sell
-7,521
Closed -$790K – 451
2015
Q4 		$790K Buy
+7,521
New +$814K 0.09% 324

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simplicity Solutions's SBAC Position: Q4 2023 in Review

Simplicity Solutions reduced its SBA Communications (SBAC) stake by 0.34% in Q4 2023, selling an estimated $1.12K and leaving 1,458 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #765.

Simplicity Solutions first reported a position in SBAC in Q4 2015 and has held it in 13 quarters since. The position peaked at $996K in Q4 2021. 702 funds tracked by Wall St. Rank hold SBAC as of Q4 2023.

  • Simplicity Solutions held 1,458 shares of SBA Communications worth $370K as of Q4 2023.
  • Simplicity Solutions sold 5 SBA Communications shares in Q4 2023, an estimated $1.12K.
  • SBA Communications made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #765 holding.
  • Simplicity Solutions first reported a position in SBA Communications in Q4 2015 and has held it in 13 quarters since.
  • Simplicity Solutions's SBA Communications position peaked at $996K in Q4 2021.
  • 702 funds tracked by Wall St. Rank held SBA Communications as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.