Bailard’s Sunbelt Rentals Holdings SUNB Stock Holding History

Bailard’s Portfolio SUNB Stock Details SUNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-60,016	Closed	-$4.49M	–	859
2026 Q2	$4.49M	Buy	+60,016	New	+$4.5M	0.09%	160

Other funds holding SUNB

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

FAS

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

BAM

Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Bailard's SUNB Position: Q3 2026 in Review

Bailard sold out of Sunbelt Rentals Holdings (SUNB) in Q3 2026, closing a stake of 60,016 shares — an estimated $4.49M sold.

Bailard first reported a position in SUNB in Q2 2026 and held it in 1 quarter. The position peaked at $4.49M in Q2 2026. 41 funds tracked by Wall St. Rank hold SUNB as of Q3 2026.

Bailard reported no remaining Sunbelt Rentals Holdings position as of Q3 2026 after selling out during the quarter.
Bailard sold 60,016 Sunbelt Rentals Holdings shares in Q3 2026, an estimated $4.49M.
Bailard first reported a position in Sunbelt Rentals Holdings in Q2 2026 and held it in 1 quarter.
Bailard's Sunbelt Rentals Holdings position peaked at $4.49M in Q2 2026.
41 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.