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Legacy Financial Advisors’s Sabre SABR Stock Holding History

Legacy Financial Advisors’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
-100,193
Closed -$183K – 444
2025
Q3 		$183K Hold
100,193
– – 0.03% 408
2025
Q2 		$317K Buy
100,193
+101
+0.1% +$259 0.05% 266
2025
Q1 		$281K Buy
100,092
+92
+0.1% +$326 0.05% 285
2024
Q4 		$365K Hold
100,000
– – 0.06% 245
2024
Q3 		$367K Hold
100,000
– – 0.06% 244
2024
Q2 		$267K Hold
100,000
– – 0.05% 276
2024
Q1 		$242K Buy
100,000
+50,000
+100% +$168K 0.04% 281
2023
Q4 		$220K Buy
+50,000
New +$193K 0.04% 279
2019
Q2 		– Sell
-177
Closed -$4K – 744
2019
Q1 		$4K Hold
177
– – ﹤0.01% 820
2018
Q4 		$4K Buy
+177
New +$4.28K ﹤0.01% 780

Other funds holding SABR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M 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 $7.6B 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