OIS
SBS icon

Okabena Investment Services’s Sabesp SBS Stock Holding History

Okabena Investment Services’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
2023
Q2 		– Sell
-16,630
Closed -$320K – 225
2023
Q1 		$320K Buy
16,630
+16,120
+3,161% +$31.8K 0.22% 64
2022
Q4 		$1.05K Buy
+510
New +$1.08K ﹤0.01% 209

Other funds holding SBS

QP
Quilter Plc London, United Kingdom $5.7B AUM 21.25% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Okabena Investment Services's SBS Position: Q2 2023 in Review

Okabena Investment Services sold out of Sabesp (SBS) in Q2 2023, closing a stake of 16,630 shares — an estimated $320K sold.

Okabena Investment Services first reported a position in SBS in Q4 2022 and held it in 2 quarters. The position peaked at $320K in Q1 2023. 138 funds tracked by Wall St. Rank hold SBS as of Q2 2023.

  • Okabena Investment Services reported no remaining Sabesp position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 16,630 Sabesp shares in Q2 2023, an estimated $320K.
  • Okabena Investment Services first reported a position in Sabesp in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Sabesp position peaked at $320K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Sabesp as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.