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Disciplined Investments’s RB Global RBA Stock Holding History

Disciplined Investments’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
-10
Closed -$600 – 1212
2023
Q2 		$600 Hold
10
– – ﹤0.01% 1165
2023
Q1 		$563 Buy
+10
New +$590 ﹤0.01% 1192

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 $8.84B AUM 6.92% 1-Year Est. Return

Disciplined Investments's RBA Position: Q3 2023 in Review

Disciplined Investments sold out of RB Global (RBA) in Q3 2023, closing a stake of 10 shares — an estimated $600 sold.

Disciplined Investments first reported a position in RBA in Q1 2023 and held it in 2 quarters. The position peaked at $600 in Q2 2023. 385 funds tracked by Wall St. Rank hold RBA as of Q3 2023.

  • Disciplined Investments reported no remaining RB Global position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 RB Global shares in Q3 2023, an estimated $600.
  • Disciplined Investments first reported a position in RB Global in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's RB Global position peaked at $600 in Q2 2023.
  • 385 funds tracked by Wall St. Rank held RB Global as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.