Boston Common Asset Management, LLC SBGSF β€” SCHNEIDER ELECTRIC SE F

Ownership history in Boston Common Asset Management, LLC  Β·  15 quarters on record

AI Ownership Summary

Boston Common Asset Management, LLC reported SCHNEIDER ELECTRIC SE F (SBGSF) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.86% in 2024 Q1. The latest visible filing shows SBGSF at 1.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBGSF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boston Common Asset Management, LLC's position in SCHNEIDER ELECTRIC SE F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SBGSF was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.86% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Boston Common Asset Management, LLC held SBGSF β€” position size vs. price
% of Fund (quarterly)    SBGSF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6.4% -0.2% βœ… 147,713 -10,063 -6.4% 1.15% $41.2M 2025-10-30 $295.00
2025 Q2 REDUCED β€” β€” β€” 157,776 -6,889 -4.2% 1.17% $41.8M 2025-07-22 $270.60
2025 Q1 REDUCED 18.9% +15.8% ❌ 164,665 -38,368 -18.9% 1.14% $37.5M 2025-04-03 $218.54
2024 Q4 REDUCED 18.6% -5.2% βœ… 203,033 -46,424 -18.6% 1.47% $50.3M 2025-01-15 $255.27
2024 Q3 REDUCED 14.4% -7.4% βœ… 249,457 -41,840 -14.4% 1.71% $65.8M 2024-10-09 $260.17
2024 Q2 REDUCED 15.3% +10.6% ❌ 291,297 -52,457 -15.3% 1.79% $70.0M 2024-07-08 $243.19
2024 Q1 REDUCED 14.6% +7.9% ❌ 343,754 -58,888 -14.6% 1.86% $77.8M 2024-04-11 $217.75
2023 Q4 REDUCED 15.1% +12.2% ❌ 402,642 -71,435 -15.1% 1.84% $80.9M 2024-01-09 $184.98
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SBGSF

As of 2026 Q1 β€” sorted by position size

Generali Investments CEE, investicni spolecnost, a.s. 0.4% GAMMA Investing LLC 0.0%

FAQ About Boston Common Asset Management, LLC and SBGSF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boston Common Asset Management, LLC reported owning SBGSF?

Boston Common Asset Management, LLC reported SBGSF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SBGSF position in Boston Common Asset Management, LLC's portfolio?

The largest reported portfolio weight for SBGSF was 1.86% in 2024 Q1.

What is the latest reported SBGSF position on this page?

The most recent filing on this page is 2025 Q3, when Boston Common Asset Management, LLC reported 147,713 shares, equal to 1.15% of portfolio, with an estimated market value of $41.2M.

What does the chart on this SBGSF ownership page compare?

The chart compares Boston Common Asset Management, LLC's quarterly SBGSF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Boston Common Asset Management, LLC time their SBGSF position?

Based on 13F filing dates vs. subsequent SBGSF price moves, Boston Common Asset Management, LLC correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on SBGSF relative to SPY over the holding period was +9.7%.

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