BFA
SABR icon

Beacon Financial Advisory’s Sabre SABR Stock Holding History

Beacon Financial Advisory’s Portfolio SABR Stock Details SABR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,160
Closed -$44.6K – 311
2024
Q3 		$44.6K Hold
12,160
– – 0.02% 296
2024
Q2 		$32.5K Hold
12,160
– – 0.01% 289
2024
Q1 		$29.4K Hold
12,160
– – 0.01% 240
2023
Q4 		$53.5K Hold
12,160
– – 0.03% 246
2023
Q3 		$54.6K Hold
12,160
– – 0.03% 222
2023
Q2 		$38.8K Hold
12,160
– – 0.02% 218
2023
Q1 		$52.2K Buy
+12,160
New +$69.6K 0.03% 208

Other funds holding SABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Beacon Financial Advisory's SABR Position: Q4 2024 in Review

Beacon Financial Advisory sold out of Sabre (SABR) in Q4 2024, closing a stake of 12,160 shares — an estimated $44.6K sold.

Beacon Financial Advisory first reported a position in SABR in Q1 2023 and held it in 7 quarters. The position peaked at $54.6K in Q3 2023. 245 funds tracked by Wall St. Rank hold SABR as of Q4 2024.

  • Beacon Financial Advisory reported no remaining Sabre position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 12,160 Sabre shares in Q4 2024, an estimated $44.6K.
  • Beacon Financial Advisory first reported a position in Sabre in Q1 2023 and held it in 7 quarters.
  • Beacon Financial Advisory's Sabre position peaked at $54.6K in Q3 2023.
  • 245 funds tracked by Wall St. Rank held Sabre as of Q4 2024.

Based on Beacon Financial Advisory's 13F filing for Q4 2024, filed 27 Jan 2025.