Whittier Trust’s Sabesp SBS Stock Holding History

Whittier Trust’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	$887K	Buy	146,485 +32,887	+29%	+$181K	0.01%	361
2025 Q4	$550K	Buy	+113,598	New	+$548K	0.01%	431
2014 Q4	–	Sell	-11,571	Closed	-$18K	–	1092
2014 Q3	$18K	Hold	11,571	–	–	﹤0.01%	792
2014 Q2	$24K	Hold	11,571	–	–	﹤0.01%	760
2014 Q1	$21K	Hold	11,571	–	–	﹤0.01%	792
2013 Q4	$25K	Hold	11,571	–	–	﹤0.01%	775
2013 Q3	$22K	Hold	11,571	–	–	﹤0.01%	790
2013 Q2	$23K	Buy	+11,571	New	+$30K	﹤0.01%	776

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