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Aperio Group’s RB Global RBA Stock Holding History

Aperio Group’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
2020
Q4 		$6.1M Buy
87,763
+2,898
+3% +$192K 0.02% 741
2020
Q3 		$5.03M Buy
84,865
+28,045
+49% +$1.48M 0.02% 737
2020
Q2 		$2.32M Buy
56,820
+41,863
+280% +$1.71M 0.01% 1042
2020
Q1 		$511K Sell
14,957
-1,218
-8% -$48.7K ﹤0.01% 1638
2019
Q4 		$695K Buy
16,175
+1,823
+13% +$75.9K ﹤0.01% 1631
2019
Q3 		$573K Sell
14,352
-595
-4% -$22.1K ﹤0.01% 1684
2019
Q2 		$497K Hold
14,947
– – ﹤0.01% 1787
2019
Q1 		$508K Sell
14,947
-5,058
-25% -$178K ﹤0.01% 1743
2018
Q4 		$655K Sell
20,005
-73,997
-79% -$2.49M ﹤0.01% 1532
2018
Q3 		$3.4M Buy
94,002
+179
+0.2% +$6.4K 0.02% 818
2018
Q2 		$3.2M Sell
93,823
-6,858
-7% -$231K 0.02% 821
2018
Q1 		$3.17M Sell
100,681
-21,105
-17% -$673K 0.02% 810
2017
Q4 		$3.65M Buy
121,786
+44
+0% +$1.23K 0.02% 760
2017
Q3 		$3.85M Sell
121,742
-922
-0.8% -$26.7K 0.02% 691
2017
Q2 		$3.52M Buy
122,664
+38
+0% +$1.18K 0.02% 705
2017
Q1 		$4.03M Sell
122,626
-1,004
-0.8% -$32.5K 0.03% 632
2016
Q4 		$4.2M Sell
123,630
-10,555
-8% -$384K 0.03% 565
2016
Q3 		$4.71M Buy
134,185
+502
+0.4% +$16.4K 0.03% 554
2016
Q2 		$4.52M Buy
133,683
+2,257
+2% +$69.9K 0.04% 543
2016
Q1 		$3.56M Buy
131,426
+41,800
+47% +$987K 0.03% 596
2015
Q4 		$2.16M Sell
89,626
-22,950
-20% -$589K 0.02% 724
2015
Q3 		$2.91M Buy
112,576
+9,195
+9% +$251K 0.03% 603
2015
Q2 		$2.89M Buy
103,381
+7,580
+8% +$208K 0.03% 593
2015
Q1 		$2.39M Sell
95,801
-9,195
-9% -$235K 0.03% 615
2014
Q4 		$2.82M Buy
104,996
+30,915
+42% +$766K 0.03% 536
2014
Q3 		$1.66M Buy
74,081
+18,834
+34% +$449K 0.02% 661
2014
Q2 		$1.36M Buy
55,247
+1,471
+3% +$35K 0.02% 719
2014
Q1 		$1.3M Buy
+53,776
New +$1.23M 0.02% 877
2013
Q4 		– Hold
0
– – – 1249

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Aperio Group's RBA Position: Q4 2020 in Review

Aperio Group increased its RB Global (RBA) stake by 3.4% in Q4 2020, buying an estimated $192K and bringing the position to 87,763 shares worth $6.1M. The position accounts for 0.02% of the portfolio, ranked #741.

Aperio Group first reported a position in RBA in Q1 2014 and has held it in 28 quarters since. 284 funds tracked by Wall St. Rank hold RBA as of Q4 2020.

  • Aperio Group held 87,763 shares of RB Global worth $6.1M as of Q4 2020.
  • Aperio Group bought 2,898 RB Global shares in Q4 2020, an estimated $192K.
  • RB Global made up 0.02% of Aperio Group's portfolio in Q4 2020, its #741 holding.
  • Aperio Group first reported a position in RB Global in Q1 2014 and has held it in 28 quarters since.
  • 284 funds tracked by Wall St. Rank held RB Global as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.