Everpar Advisors’s RBC Bearings RBC Stock Holding History

Everpar Advisors’s Portfolio RBC Stock Details RBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,346	Closed	-$383K	–	267
2023 Q4	$383K	Buy	+1,346	New	+$330K	0.18%	183

Other funds holding RBC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Everpar Advisors's RBC Position: Q1 2024 in Review

Everpar Advisors sold out of RBC Bearings (RBC) in Q1 2024, closing a stake of 1,346 shares — an estimated $383K sold.

Everpar Advisors first reported a position in RBC in Q4 2023 and held it in 1 quarter. The position peaked at $383K in Q4 2023. 347 funds tracked by Wall St. Rank hold RBC as of Q1 2024.

Everpar Advisors reported no remaining RBC Bearings position as of Q1 2024 after selling out during the quarter.
Everpar Advisors sold 1,346 RBC Bearings shares in Q1 2024, an estimated $383K.
Everpar Advisors first reported a position in RBC Bearings in Q4 2023 and held it in 1 quarter.
Everpar Advisors's RBC Bearings position peaked at $383K in Q4 2023.
347 funds tracked by Wall St. Rank held RBC Bearings as of Q1 2024.

Based on Everpar Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.