Evelyn Partners Investment Management’s Sunbelt Rentals Holdings SUNB Stock Holding History

Evelyn Partners Investment Management’s Portfolio SUNB Stock Details SUNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29M	Buy	+444,828	New	+$31.2M	0.79%	32

Other funds holding SUNB

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ABI

Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evelyn Partners Investment Management's SUNB Position: Q1 2026 in Review

Evelyn Partners Investment Management opened a new position in Sunbelt Rentals Holdings (SUNB) in Q1 2026: 444,828 shares worth $29M. The stake represents 0.79% of the portfolio and ranks #32 among its holdings.

407 funds tracked by Wall St. Rank hold SUNB as of Q1 2026.

Evelyn Partners Investment Management held 444,828 shares of Sunbelt Rentals Holdings worth $29M as of Q1 2026.
Sunbelt Rentals Holdings was a new Evelyn Partners Investment Management position in Q1 2026.
Sunbelt Rentals Holdings made up 0.79% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #32 holding.
407 funds tracked by Wall St. Rank held Sunbelt Rentals Holdings as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.