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Granahan Investment Management’s RB Global RBA Stock Holding History

Granahan Investment Management’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
Q4 		– Sell
-760,689
Closed -$47.5M – 191
2023
Q3 		$47.5M Sell
760,689
-121,640
-14% -$7.49M 1.69% 14
2023
Q2 		$52.9M Sell
882,329
-328,372
-27% -$18.5M 1.63% 16
2023
Q1 		$68.2M Buy
1,210,701
+680,067
+128% +$40.1M 2.07% 10
2022
Q4 		$30.7M Buy
+530,634
New +$30.9M 0.94% 27

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 $15.2B AUM 1.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Granahan Investment Management's RBA Position: Q4 2023 in Review

Granahan Investment Management sold out of RB Global (RBA) in Q4 2023, closing a stake of 760,689 shares — an estimated $47.5M sold.

Granahan Investment Management first reported a position in RBA in Q4 2022 and held it in 4 quarters. The position peaked at $68.2M in Q1 2023. 397 funds tracked by Wall St. Rank hold RBA as of Q4 2023.

  • Granahan Investment Management reported no remaining RB Global position as of Q4 2023 after selling out during the quarter.
  • Granahan Investment Management sold 760,689 RB Global shares in Q4 2023, an estimated $47.5M.
  • Granahan Investment Management first reported a position in RB Global in Q4 2022 and held it in 4 quarters.
  • Granahan Investment Management's RB Global position peaked at $68.2M in Q1 2023.
  • 397 funds tracked by Wall St. Rank held RB Global as of Q4 2023.

Based on Granahan Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.