Ground Swell Capital’s RB Global RBA Stock Holding History

Ground Swell Capital’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	-2,645	Closed	-$213K	–	240
2024 Q3	$213K	Buy	+2,645	New	+$215K	0.19%	92

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 $3.38T AUM 44.17% 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

Ground Swell Capital's RBA Position: Q4 2024 in Review

Ground Swell Capital sold out of RB Global (RBA) in Q4 2024, closing a stake of 2,645 shares — an estimated $213K sold.

Ground Swell Capital first reported a position in RBA in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 480 funds tracked by Wall St. Rank hold RBA as of Q4 2024.

Ground Swell Capital reported no remaining RB Global position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 2,645 RB Global shares in Q4 2024, an estimated $213K.
Ground Swell Capital first reported a position in RB Global in Q3 2024 and held it in 1 quarter.
Ground Swell Capital's RB Global position peaked at $213K in Q3 2024.
480 funds tracked by Wall St. Rank held RB Global as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.