Duff & Phelps Investment Management’s Sabesp SBS Stock Holding History

Duff & Phelps Investment Management’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	$44.2M	Buy	7,235,925 +1,157	+0%	+$6.35K	0.46%	75
2025 Q4	$34.5M	Buy	7,234,768 +281,481	+4%	+$1.36M	0.39%	80
2025 Q3	$33.6M	Sell	6,953,287 -65,725	-0.9%	-$277K	0.38%	80
2025 Q2	$29.9M	Sell	7,019,012 -67,989	-1%	-$263K	0.35%	79
2025 Q1	$24.5M	Sell	7,087,001 -1,050,806	-13%	-$3.35M	0.29%	82
2024 Q4	$22.6M	Buy	8,137,807 +56	+0%	+$171	0.27%	89
2024 Q3	$26.1M	Buy	8,137,751 +583,445	+8%	+$1.86M	0.3%	88
2024 Q2	$19.7M	Buy	7,554,306 +464,088	+7%	+$1.36M	0.25%	93
2024 Q1	$23.1M	Hold	7,090,218	–	–	0.28%	93
2023 Q4	$20.9M	Buy	7,090,218 +644,565	+10%	+$1.64M	0.25%	96
2023 Q3	$15.2M	Hold	6,445,653	–	–	0.2%	99
2023 Q2	$14.8M	Hold	6,445,653	–	–	0.18%	102
2023 Q1	$12.5M	Buy	6,445,653 +2,836,087	+79%	+$5.6M	0.15%	110
2022 Q4	$7.46M	Buy	+3,609,566	New	+$7.62M	0.09%	131

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