Creative Financial Designs’s Sabesp SBS Stock Holding History

Creative Financial Designs’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
2026 Q1	$200K	Buy	32,750 +1,961	+6%	+$10.8K	0.01%	517
2025 Q4	$147K	Buy	30,789 +3,382	+12%	+$16.3K	0.01%	558
2025 Q3	$132K	Buy	27,407 +11,118	+68%	+$46.8K	0.01%	566
2025 Q2	$69.4K	Buy	16,289 +12,850	+374%	+$49.7K	0.01%	769
2025 Q1	$11.9K	Buy	3,439 +1,820	+112%	+$5.79K	﹤0.01%	1242
2024 Q4	$4.5K	Buy	1,619 +149	+10%	+$455	﹤0.01%	1443
2024 Q3	$4.71K	Hold	1,470	–	–	﹤0.01%	1392
2024 Q2	$3.83K	Buy	1,470 +444	+43%	+$1.3K	﹤0.01%	1380
2024 Q1	$3.35K	Hold	1,026	–	–	﹤0.01%	1405
2023 Q4	$3.03K	Hold	1,026	–	–	﹤0.01%	1353
2023 Q3	$2.41K	Hold	1,026	–	–	﹤0.01%	1316
2023 Q2	$2.36K	Buy	+1,026	New	+$2.06K	﹤0.01%	1293
2021 Q1	–	Sell	-26	Closed	–	–	1362
2020 Q4	$0	Hold	26	–	–	﹤0.01%	1294
2020 Q3	$0	Hold	26	–	–	﹤0.01%	1299
2020 Q2	$0	Hold	26	–	–	﹤0.01%	1198
2020 Q1	$0	Buy	+26	New	+$64	﹤0.01%	606

Other funds holding SBS

Impax Asset Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Royal London Asset Management

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return