Advisory Research’s RB Global RBA Stock Holding History

Advisory Research’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,790	Closed	-$237K	–	397
2022 Q3	$237K	Buy	+3,790	New	+$258K	0.02%	293
2022 Q1	–	Sell	-4,475	Closed	-$274K	–	432
2021 Q4	$274K	Buy	+4,475	New	+$299K	0.02%	290
2021 Q2	–	Sell	-8,580	Closed	-$502K	–	378
2021 Q1	$502K	Sell	8,580 -15,546	-64%	-$912K	0.04%	262
2020 Q4	$1.68M	Buy	+24,126	New	+$1.6M	0.12%	137

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Advisory Research's RBA Position: Q4 2022 in Review

Advisory Research sold out of RB Global (RBA) in Q4 2022, closing a stake of 3,790 shares — an estimated $237K sold.

Advisory Research first reported a position in RBA in Q4 2020 and held it in 4 quarters. The position peaked at $1.68M in Q4 2020. 353 funds tracked by Wall St. Rank hold RBA as of Q4 2022.

Advisory Research reported no remaining RB Global position as of Q4 2022 after selling out during the quarter.
Advisory Research sold 3,790 RB Global shares in Q4 2022, an estimated $237K.
Advisory Research first reported a position in RB Global in Q4 2020 and held it in 4 quarters.
Advisory Research's RB Global position peaked at $1.68M in Q4 2020.
353 funds tracked by Wall St. Rank held RB Global as of Q4 2022.

Based on Advisory Research's 13F filing for Q4 2022, filed 13 Feb 2023.