Sugarloaf Wealth Management’s SBA Communications SBAC Stock Holding History

Sugarloaf Wealth 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 Q4	$114K	Hold	558	–	–	0.02%	222
2024 Q3	$134K	Buy	558 +58	+12%	+$12.9K	0.03%	213
2024 Q2	$98.2K	Hold	500	–	–	0.02%	230
2024 Q1	$108K	Hold	500	–	–	0.02%	220
2023 Q4	$127K	Hold	500	–	–	0.03%	194
2023 Q3	$100K	Hold	500	–	–	0.03%	213
2023 Q2	$116K	Hold	500	–	–	0.03%	194
2023 Q1	$131K	Hold	500	–	–	0.03%	174
2022 Q4	$140K	Hold	500	–	–	0.04%	157
2022 Q3	$143K	Hold	500	–	–	0.04%	156
2022 Q2	$160K	Hold	500	–	–	0.04%	147
2022 Q1	$172K	Hold	500	–	–	0.04%	135
2021 Q4	$195K	Hold	500	–	–	0.05%	129
2021 Q3	$165K	Hold	500	–	–	0.04%	144
2021 Q2	$159K	Hold	500	–	–	0.04%	143
2021 Q1	$139	Hold	500	–	–	0.04%	152
2020 Q4	$141K	Hold	500	–	–	0.05%	142
2020 Q3	$159K	Hold	500	–	–	0.06%	126
2020 Q2	$149K	Hold	500	–	–	0.06%	130
2020 Q1	$135K	Hold	500	–	–	0.06%	131
2019 Q4	$120K	Buy	+500	New	+$119K	0.05%	157

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

Sugarloaf Wealth Management's SBAC Position: Q4 2024 in Review

Sugarloaf Wealth Management held its SBA Communications (SBAC) position steady in Q4 2024 at 558 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #222.

Sugarloaf Wealth Management first reported a position in SBAC in Q4 2019 and has held it in 21 quarters since. The position peaked at $195K in Q4 2021. 666 funds tracked by Wall St. Rank hold SBAC as of Q4 2024.

Sugarloaf Wealth Management held 558 shares of SBA Communications worth $114K as of Q4 2024.
Sugarloaf Wealth Management left its SBA Communications share count unchanged in Q4 2024.
SBA Communications made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #222 holding.
Sugarloaf Wealth Management first reported a position in SBA Communications in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's SBA Communications position peaked at $195K in Q4 2021.
666 funds tracked by Wall St. Rank held SBA Communications as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.