Clean Yield Group’s RB Global RBA Stock Holding History

Clean Yield 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
2024 Q4	–	Sell	-6	Closed	-$483	–	472
2024 Q3	$483	Buy	+6	New	+$487	﹤0.01%	462

Other funds holding RBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Clean Yield Group's RBA Position: Q4 2024 in Review

Clean Yield Group sold out of RB Global (RBA) in Q4 2024, closing a stake of 6 shares — an estimated $483 sold.

Clean Yield Group first reported a position in RBA in Q3 2024 and held it in 1 quarter. The position peaked at $483 in Q3 2024. 480 funds tracked by Wall St. Rank hold RBA as of Q4 2024.

Clean Yield Group reported no remaining RB Global position as of Q4 2024 after selling out during the quarter.
Clean Yield Group sold 6 RB Global shares in Q4 2024, an estimated $483.
Clean Yield Group first reported a position in RB Global in Q3 2024 and held it in 1 quarter.
Clean Yield Group's RB Global position peaked at $483 in Q3 2024.
480 funds tracked by Wall St. Rank held RB Global as of Q4 2024.

Based on Clean Yield Group's 13F filing for Q4 2024, filed 13 Jan 2025.