Lee Financial’s RB Global RBA Stock Holding History

Lee Financial’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 Q1	–	Sell	-42	Closed	-$2.81K	–	655
2023 Q4	$2.81K	Hold	42	–	–	﹤0.01%	677
2023 Q3	$2.63K	Hold	42	–	–	﹤0.01%	632
2023 Q2	$2.52K	Hold	42	–	–	﹤0.01%	617
2023 Q1	$2.37K	Hold	42	–	–	﹤0.01%	640
2022 Q4	$2.43K	Sell	42 -215	-84%	-$12.5K	﹤0.01%	657
2022 Q3	$16K	Hold	257	–	–	﹤0.01%	360
2022 Q2	$17K	Buy	257 +42	+20%	+$2.46K	﹤0.01%	361
2022 Q1	$13K	Hold	215	–	–	﹤0.01%	404
2021 Q4	$13K	Hold	215	–	–	﹤0.01%	446
2021 Q3	$13K	Sell	215 -70	-25%	-$4.28K	﹤0.01%	396
2021 Q2	$17K	Hold	285	–	–	﹤0.01%	344
2021 Q1	$17K	Hold	285	–	–	﹤0.01%	323
2020 Q4	$20K	Hold	285	–	–	0.01%	287
2020 Q3	$17K	Hold	285	–	–	﹤0.01%	330
2020 Q2	$12K	Sell	285 -5	-2%	-$204	﹤0.01%	342
2020 Q1	$10K	Hold	290	–	–	﹤0.01%	300
2019 Q4	$12K	Hold	290	–	–	﹤0.01%	321
2019 Q3	$12K	Hold	290	–	–	﹤0.01%	319
2019 Q2	$10K	Hold	290	–	–	﹤0.01%	356
2019 Q1	$10K	Hold	290	–	–	﹤0.01%	343
2018 Q4	$9K	Hold	290	–	–	﹤0.01%	299
2018 Q3	$10K	Hold	290	–	–	﹤0.01%	331
2018 Q2	$10K	Hold	290	–	–	﹤0.01%	485
2018 Q1	$9K	Hold	290	–	–	﹤0.01%	503
2017 Q4	$9K	Hold	290	–	–	﹤0.01%	358
2017 Q3	$9K	Hold	290	–	–	﹤0.01%	356
2017 Q2	$8K	Hold	290	–	–	﹤0.01%	362
2017 Q1	$10K	Hold	290	–	–	﹤0.01%	278
2016 Q4	$10K	Buy	+290	New	+$10.5K	0.01%	288

Other funds holding RBA

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 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

VAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BGC

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's RBA Position: Q1 2024 in Review

Lee Financial sold out of RB Global (RBA) in Q1 2024, closing a stake of 42 shares — an estimated $2.81K sold.

Lee Financial first reported a position in RBA in Q4 2016 and held it in 29 quarters. The position peaked at $20K in Q4 2020. 409 funds tracked by Wall St. Rank hold RBA as of Q1 2024.

Lee Financial reported no remaining RB Global position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 42 RB Global shares in Q1 2024, an estimated $2.81K.
Lee Financial first reported a position in RB Global in Q4 2016 and held it in 29 quarters.
Lee Financial's RB Global position peaked at $20K in Q4 2020.
409 funds tracked by Wall St. Rank held RB Global as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.