Simplicity Wealth’s Sabesp SBS Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-100,970	Closed	-$263K	–	1067
2024 Q2	$263K	Buy	100,970 +14,794	+17%	+$43.3K	0.01%	999
2024 Q1	$281K	Buy	+86,176	New	+$263K	0.01%	940

Other funds holding SBS

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's SBS Position: Q3 2024 in Review

Simplicity Wealth sold out of Sabesp (SBS) in Q3 2024, closing a stake of 100,970 shares — an estimated $263K sold.

Simplicity Wealth first reported a position in SBS in Q1 2024 and held it in 2 quarters. The position peaked at $281K in Q1 2024. 186 funds tracked by Wall St. Rank hold SBS as of Q3 2024.

Simplicity Wealth reported no remaining Sabesp position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 100,970 Sabesp shares in Q3 2024, an estimated $263K.
Simplicity Wealth first reported a position in Sabesp in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Sabesp position peaked at $281K in Q1 2024.
186 funds tracked by Wall St. Rank held Sabesp as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.