CT
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Clearstead Trust’s Sabre SABR Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-305
Closed -$559 – 1441
2025
Q3 		$559 Hold
305
– – ﹤0.01% 1355
2025
Q2 		$964 Buy
+305
New +$782 ﹤0.01% 1173

Other funds holding SABR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $864M AUM 1.38% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AMH
Apollo Management Holdings New York $5.99B AUM 23.97% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return