Sensible Financial Planning & Management, LLC. CBT — CABOT CORP

Ownership history in Sensible Financial Planning & Management, LLC.  ·  42 quarters on record

AI Ownership Summary

Sensible Financial Planning & Management, LLC. reported CABOT CORP (CBT) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.62% in 2023 Q4. The latest visible filing shows CBT at 0.34% 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 CBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Financial Planning & Management, LLC.'s position in CABOT CORP, 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

CBT was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2023 Q4

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.

CBT stock page Sensible Financial Planning & Management, LLC. fund profile Sensible Financial Planning & Management, LLC. full holdings
How Sensible Financial Planning & Management, LLC. held CBT — position size vs. price
% of Fund (quarterly)    CBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 24,979 -314 -1.2% 0.34% $1.9M 2025-11-14 (Est.) $60.80
2025 Q2 REDUCED — — — 25,293 -314 -1.2% 0.36% $1.9M 2025-08-08 $76.59
2025 Q1 REDUCED — — — 25,607 -334 -1.3% 0.42% $2.1M 2025-04-28 $77.05
2024 Q4 REDUCED 5.1% -8.5% ✅ 25,941 -1,396 -5.1% 0.49% $2.4M 2025-02-07 $83.70
2024 Q3 REDUCED — — — 27,337 -839 -3.0% 0.60% $3.1M 2024-10-28 $106.62
2024 Q2 REDUCED — — — 28,176 -1,401 -4.7% 0.56% $2.6M 2024-07-18 $94.18
2024 Q1 REDUCED 6.2% -2.3% ✅ 29,577 -1,963 -6.2% 0.60% $2.7M 2024-05-06 $92.00
2023 Q4 REDUCED — — — 31,540 -1,520 -4.6% 0.62% $2.6M 2024-02-02 $69.23
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBT

As of 2026 Q1 — sorted by position size

Lightrock Netherlands B.V. 6.56% 1492 Capital Management LLC 3Y 7Y 1.38% West Tower Group, LLC 3Y 1.38% Ballast Asset Management, LP 1.37% SNYDER CAPITAL MANAGEMENT L P 3Y 7Y 1.35% EARNEST PARTNERS LLC 3Y 7Y 0.98% DENALI ADVISORS LLC 3Y 7Y 0.89% Leeward Investments, LLC - MA 3Y 0.83% Cascade Investment Advisors, Inc. 3Y 7Y 0.76% Riverwater Partners LLC 3Y 0.62%

FAQ About Sensible Financial Planning & Management, LLC. and CBT

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

How long has Sensible Financial Planning & Management, LLC. reported owning CBT?

Sensible Financial Planning & Management, LLC. reported CBT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CBT position in Sensible Financial Planning & Management, LLC.'s portfolio?

The largest reported portfolio weight for CBT was 0.62% in 2023 Q4.

What is the latest reported CBT position on this page?

The most recent filing on this page is 2025 Q3, when Sensible Financial Planning & Management, LLC. reported 24,979 shares, equal to 0.34% of portfolio, with an estimated market value of $1.9M.

What does the chart on this CBT ownership page compare?

The chart compares Sensible Financial Planning & Management, LLC.'s quarterly CBT 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 Sensible Financial Planning & Management, LLC. time their CBT position?

Based on 13F filing dates vs. subsequent CBT price moves, Sensible Financial Planning & Management, LLC. correctly timed 17 out of 28 reported position changes (61%). The annualised alpha on CBT relative to SPY over the holding period was -6.7%.

← Back to Sensible Financial Planning & Management, LLC. Holdings