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Lifestyle Asset Management, Inc. → SBS

Lifestyle Asset Management, Inc. SBS Position History

Companhia de Saneamento Básico do Estado de São Paulo - SABESP

Quarters held
4
Latest value
$2.3M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.7M
Q1 2026$2.4M
Q2 2026$2.3M
Q3 2026$2.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.3M434.7K——
Q2 2026$2.3M401.5K——
Q1 2026$2.4M78.9K——
Q4 2025$1.7M72.1K——

Other funds holding SBS

Other Lifestyle Asset Management, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$63.8M
SPY

STATE STR SPDR S&P 500 ETF T

$60.7M
SPY

SPDR S&P 500 ETF TR

$42.7M
SPY

STATE STR SPDR S&P 500 ETF T

$40.7M
ETHA

ISHARES TR

$39.1M
ETHA

ISHARES TR

$24M
ETHA

ISHARES TR

$16.6M
STT-PG

SPDR SERIES TRUST

$15.6M