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Summit Global Investments’s SBA Communications SBAC Stock Holding History

Summit Global Investments’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 		– Sell
-18,740
Closed -$3.75M – 583
2023
Q3 		$3.75M Buy
18,740
+17,540
+1,462% +$3.9M 0.25% 82
2023
Q2 		$278K Buy
+1,200
New +$287K 0.02% 441
2021
Q2 		– Sell
-1,563
Closed -$434K – 617
2021
Q1 		$434K Buy
1,563
+122
+8% +$32.3K 0.03% 377
2020
Q4 		$407K Buy
1,441
+340
+31% +$99.8K 0.04% 214
2020
Q3 		$351K Buy
1,101
+291
+36% +$88.9K 0.04% 210
2020
Q2 		$241K Sell
810
-25,984
-97% -$7.67M 0.03% 226
2020
Q1 		$7.23M Buy
+26,794
New +$7.07M 1.05% 37
2019
Q4 		– Sell
-5,664
Closed -$1.37M – 300
2019
Q3 		$1.37M Buy
+5,664
New +$1.4M 0.16% 102

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

Summit Global Investments's SBAC Position: Q4 2023 in Review

Summit Global Investments sold out of SBA Communications (SBAC) in Q4 2023, closing a stake of 18,740 shares — an estimated $3.75M sold.

Summit Global Investments first reported a position in SBAC in Q3 2019 and held it in 8 quarters. The position peaked at $7.23M in Q1 2020. 703 funds tracked by Wall St. Rank hold SBAC as of Q4 2023.

  • Summit Global Investments reported no remaining SBA Communications position as of Q4 2023 after selling out during the quarter.
  • Summit Global Investments sold 18,740 SBA Communications shares in Q4 2023, an estimated $3.75M.
  • Summit Global Investments first reported a position in SBA Communications in Q3 2019 and held it in 8 quarters.
  • Summit Global Investments's SBA Communications position peaked at $7.23M in Q1 2020.
  • 703 funds tracked by Wall St. Rank held SBA Communications as of Q4 2023.

Based on Summit Global Investments's 13F filing for Q4 2023, filed 6 Feb 2024.