Baird Financial Group
RBA icon

Baird Financial Group’s RB Global RBA Stock Holding History

Baird Financial 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
2023
Q1 		– Sell
-3,481
Closed -$201K – 1742
2022
Q4 		$201K Sell
3,481
-687
-16% -$40K ﹤0.01% 1605
2022
Q3 		$260K Buy
+4,168
New +$284K ﹤0.01% 1510

Other funds holding RBA

IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group's RBA Position: Q1 2023 in Review

Baird Financial Group sold out of RB Global (RBA) in Q1 2023, closing a stake of 3,481 shares — an estimated $201K sold.

Baird Financial Group first reported a position in RBA in Q3 2022 and held it in 2 quarters. The position peaked at $260K in Q3 2022. 455 funds tracked by Wall St. Rank hold RBA as of Q1 2023.

  • Baird Financial Group reported no remaining RB Global position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 3,481 RB Global shares in Q1 2023, an estimated $201K.
  • Baird Financial Group first reported a position in RB Global in Q3 2022 and held it in 2 quarters.
  • Baird Financial Group's RB Global position peaked at $260K in Q3 2022.
  • 455 funds tracked by Wall St. Rank held RB Global as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.