Cambridge Trust’s RB Global RBA Stock Holding History

Cambridge Trust’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	-87	Closed	-$5K	–	805
2022 Q4	$5K	Buy	+87	New	+$5.07K	﹤0.01%	708

Other funds holding RBA

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Trust's RBA Position: Q1 2023 in Review

Cambridge Trust sold out of RB Global (RBA) in Q1 2023, closing a stake of 87 shares — an estimated $5K sold.

Cambridge Trust first reported a position in RBA in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 455 funds tracked by Wall St. Rank hold RBA as of Q1 2023.

Cambridge Trust reported no remaining RB Global position as of Q1 2023 after selling out during the quarter.
Cambridge Trust sold 87 RB Global shares in Q1 2023, an estimated $5K.
Cambridge Trust first reported a position in RB Global in Q4 2022 and held it in 1 quarter.
Cambridge Trust's RB Global position peaked at $5K in Q4 2022.
455 funds tracked by Wall St. Rank held RB Global as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.