Advisory Research’s Sabesp SBS Stock Holding History

Advisory Research’s Portfolio SBS Stock Details SBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-616,875	Closed	-$1.42M	–	334
2019 Q3	$1.42M	Hold	616,875	–	–	0.07%	145
2019 Q2	$1.46M	Hold	616,875	–	–	0.03%	212
2019 Q1	$1.27M	Hold	616,875	–	–	0.02%	222
2018 Q4	$965K	Hold	616,875	–	–	0.02%	239
2018 Q3	$706K	Hold	616,875	–	–	0.01%	281
2018 Q2	$719K	Hold	616,875	–	–	0.01%	284
2018 Q1	$1.27M	Hold	616,875	–	–	0.02%	252
2017 Q4	$1.25M	Hold	616,875	–	–	0.02%	259
2017 Q3	$1.25M	Hold	616,875	–	–	0.02%	273
2017 Q2	$1.14M	Buy	+616,875	New	+$1.14M	0.02%	300

Other funds holding SBS

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Advisory Research's SBS Position: Q4 2019 in Review

Advisory Research sold out of Sabesp (SBS) in Q4 2019, closing a stake of 616,875 shares — an estimated $1.42M sold.

Advisory Research first reported a position in SBS in Q2 2017 and held it in 10 quarters. The position peaked at $1.46M in Q2 2019. 186 funds tracked by Wall St. Rank hold SBS as of Q4 2019.

Advisory Research reported no remaining Sabesp position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 616,875 Sabesp shares in Q4 2019, an estimated $1.42M.
Advisory Research first reported a position in Sabesp in Q2 2017 and held it in 10 quarters.
Advisory Research's Sabesp position peaked at $1.46M in Q2 2019.
186 funds tracked by Wall St. Rank held Sabesp as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.