O'Shaughnessy Asset Management’s Sabesp SBS Stock Holding History

O'Shaughnessy Asset 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	$905K	Buy	148,290 +15,897	+12%	+$87.3K	﹤0.01%	1238
2025 Q4	$630K	Buy	132,393 +8,631	+7%	+$41.7K	﹤0.01%	1380
2025 Q3	$597K	Buy	123,762 +12,866	+12%	+$54.1K	﹤0.01%	1392
2025 Q2	$472K	Buy	110,896 +3,341	+3%	+$12.9K	﹤0.01%	1417
2025 Q1	$373K	Buy	107,555 +22,225	+26%	+$70.8K	﹤0.01%	1465
2024 Q4	$237K	Sell	85,330 -9,437	-10%	-$28.8K	﹤0.01%	1656
2024 Q3	$297K	Buy	94,767 +18,708	+25%	+$59.7K	﹤0.01%	1495
2024 Q2	$198K	Buy	76,059 +15,429	+25%	+$45.1K	﹤0.01%	1544
2024 Q1	$198K	Buy	+60,630	New	+$185K	﹤0.01%	1509

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