Jackson Square Partners’s RB Global RBA Stock Holding History

Jackson Square Partners’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
2022 Q4	–	Sell	-99,265	Closed	-$6.2M	–	87
2022 Q3	$6.2M	Buy	99,265 +48,400	+95%	+$3.29M	0.16%	57
2022 Q2	$3.31M	Buy	+50,865	New	+$2.99M	0.08%	61
2015 Q3	–	Sell	-3,866,463	Closed	-$108M	–	70
2015 Q2	$108M	Buy	3,866,463 +56,240	+1%	+$1.54M	0.41%	50
2015 Q1	$95M	Buy	3,810,223 +8,480	+0.2%	+$216K	0.36%	52
2014 Q4	$102M	Buy	3,801,743 +37,065	+1%	+$919K	0.4%	46
2014 Q3	$84.3M	Buy	3,764,678 +44,862	+1%	+$1.07M	0.36%	48
2014 Q2	$91.7M	Buy	+3,719,816	New	+$88.6M	0.36%	49

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Jackson Square Partners's RBA Position: Q4 2022 in Review

Jackson Square Partners sold out of RB Global (RBA) in Q4 2022, closing a stake of 99,265 shares — an estimated $6.2M sold.

Jackson Square Partners first reported a position in RBA in Q2 2014 and held it in 7 quarters. The position peaked at $108M in Q2 2015. 353 funds tracked by Wall St. Rank hold RBA as of Q4 2022.

Jackson Square Partners reported no remaining RB Global position as of Q4 2022 after selling out during the quarter.
Jackson Square Partners sold 99,265 RB Global shares in Q4 2022, an estimated $6.2M.
Jackson Square Partners first reported a position in RB Global in Q2 2014 and held it in 7 quarters.
Jackson Square Partners's RB Global position peaked at $108M in Q2 2015.
353 funds tracked by Wall St. Rank held RB Global as of Q4 2022.

Based on Jackson Square Partners's 13F filing for Q4 2022, filed 9 Feb 2023.