SBGSY SCHNEIDER ELEC SA ADR

Ownership history in Broderick Brian C  ·  10 quarters on record

AI Ownership Summary

Broderick Brian C reported SCHNEIDER ELEC SA ADR (SBGSY) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.55% in 2025 Q3. The latest visible filing shows SBGSY at 2.49% 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 SBGSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Broderick Brian C's position in SCHNEIDER ELEC SA ADR, 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 Q4

SBGSY was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.55% in 2025 Q3

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 Q4

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 Broderick Brian C held SBGSY — position size vs. price
% of Fund (quarterly)    SBGSY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 239,623 -10 -0.0% 2.49% $13.2M 2026-02-14 (Est.) $62.43
2025 Q3 REDUCED 239,633 -1,561 -0.6% 2.55% $13.4M 2025-11-10 $54.22
2025 Q2 REDUCED 241,194 -7,345 -3.0% 2.55% $12.9M 2025-07-23 $56.73
2025 Q1 ADDED 248,539 +2,900 +1.2% 2.32% $11.4M 2025-04-18 $45.91
2024 Q4 ADDED 245,639 +48,113 +24.4% 2.39% $12.2M 2025-02-13 $49.88
2024 Q3 ADDED 197,526 +33,153 +20.2% 2.04% $10.4M 2024-11-06 $50.54
2024 Q2 ADDED 164,373 +30,713 +23.0% 1.62% $7.9M 2024-08-12 $45.18
2024 Q1 ADDED 133,660 +56,830 +74.0% 1.29% $6.1M 2024-05-06 $45.89
2023 Q4 ADDED 76,830 +21,735 +39.5% 0.77% $3.1M 2024-02-14 $40.81
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Broderick Brian C and SBGSY

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

How long has Broderick Brian C reported owning SBGSY?

Broderick Brian C reported SBGSY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SBGSY position in Broderick Brian C's portfolio?

The largest reported portfolio weight for SBGSY was 2.55% in 2025 Q3.

What is the latest reported SBGSY position on this page?

The most recent filing on this page is 2025 Q4, when Broderick Brian C reported 239,623 shares, equal to 2.49% of portfolio, with an estimated market value of $13.2M.

What does the chart on this SBGSY ownership page compare?

The chart compares Broderick Brian C's quarterly SBGSY 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.

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