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Boston Financial Management’s RB Global RBA Stock Holding History

Boston Financial Management’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
Q3 		– Sell
-5,063
Closed -$304K – 311
2023
Q2 		$304K Sell
5,063
-326,316
-98% -$18.4M 0.01% 276
2023
Q1 		$18.7M Sell
331,379
-27,930
-8% -$1.65M 0.73% 41
2022
Q4 		$20.8M Sell
359,309
-85,535
-19% -$4.98M 0.83% 35
2022
Q3 		$27.8M Buy
444,844
+4,483
+1% +$305K 1.21% 27
2022
Q2 		$28.6M Sell
440,361
-3,211
-0.7% -$188K 1.23% 29
2022
Q1 		$26.2M Buy
443,572
+151,719
+52% +$8.91M 0.99% 34
2021
Q4 		$17.9M Buy
+291,853
New +$19.5M 0.65% 44

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Financial Management's RBA Position: Q3 2023 in Review

Boston Financial Management sold out of RB Global (RBA) in Q3 2023, closing a stake of 5,063 shares — an estimated $304K sold.

Boston Financial Management first reported a position in RBA in Q4 2021 and held it in 7 quarters. The position peaked at $28.6M in Q2 2022. 386 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • Boston Financial Management reported no remaining RB Global position as of Q3 2023 after selling out during the quarter.
  • Boston Financial Management sold 5,063 RB Global shares in Q3 2023, an estimated $304K.
  • Boston Financial Management first reported a position in RB Global in Q4 2021 and held it in 7 quarters.
  • Boston Financial Management's RB Global position peaked at $28.6M in Q2 2022.
  • 386 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on Boston Financial Management's 13F filing for Q3 2023, filed 9 Nov 2023.