West Oak Capital’s Sabra Healthcare REIT SBRA Stock Holding History

West Oak Capital’s Portfolio SBRA Stock Details SBRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-62	Closed	-$1K	–	329
2024 Q1	$1K	Hold	62	–	–	﹤0.01%	292
2023 Q4	$1K	Hold	62	–	–	﹤0.01%	298
2023 Q3	$1K	Hold	62	–	–	﹤0.01%	294
2023 Q2	$730	Hold	62	–	–	﹤0.01%	300
2023 Q1	$713	Hold	62	–	–	﹤0.01%	300
2022 Q4	$1K	Hold	62	–	–	﹤0.01%	274
2022 Q3	$1K	Hold	62	–	–	﹤0.01%	314
2022 Q2	$1K	Hold	62	–	–	﹤0.01%	313
2022 Q1	$1K	Hold	62	–	–	﹤0.01%	344
2021 Q4	$1K	Hold	62	–	–	﹤0.01%	347
2021 Q3	$1K	Hold	62	–	–	﹤0.01%	357
2021 Q2	$1K	Hold	62	–	–	﹤0.01%	344
2021 Q1	$1K	Hold	62	–	–	﹤0.01%	330
2020 Q4	$1K	Hold	62	–	–	﹤0.01%	307
2020 Q3	$1K	Hold	62	–	–	﹤0.01%	287
2020 Q2	$1K	Hold	62	–	–	﹤0.01%	293
2020 Q1	$1K	Hold	62	–	–	﹤0.01%	275
2019 Q4	$1K	Hold	62	–	–	﹤0.01%	276
2019 Q3	$1K	Hold	62	–	–	﹤0.01%	289
2019 Q2	$1K	Hold	62	–	–	﹤0.01%	311
2019 Q1	$1K	Hold	62	–	–	﹤0.01%	307
2018 Q4	$1.02K	Hold	62	–	–	﹤0.01%	321
2018 Q3	$1.43K	Buy	+62	New	+$1.41K	﹤0.01%	344

Other funds holding SBRA

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Oak Capital's SBRA Position: Q2 2024 in Review

West Oak Capital sold out of Sabra Healthcare REIT (SBRA) in Q2 2024, closing a stake of 62 shares — an estimated $1K sold.

West Oak Capital first reported a position in SBRA in Q3 2018 and held it in 23 quarters. The position peaked at $1.43K in Q3 2018. 355 funds tracked by Wall St. Rank hold SBRA as of Q2 2024.

West Oak Capital reported no remaining Sabra Healthcare REIT position as of Q2 2024 after selling out during the quarter.
West Oak Capital sold 62 Sabra Healthcare REIT shares in Q2 2024, an estimated $1K.
West Oak Capital first reported a position in Sabra Healthcare REIT in Q3 2018 and held it in 23 quarters.
West Oak Capital's Sabra Healthcare REIT position peaked at $1.43K in Q3 2018.
355 funds tracked by Wall St. Rank held Sabra Healthcare REIT as of Q2 2024.

Based on West Oak Capital's 13F filing for Q2 2024, filed 24 Jul 2024.