MCM
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Marathon Capital Management’s RBC Bearings RBC Stock Holding History

Marathon Capital Management’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
2021
Q4 		– Sell
-1,633
Closed -$347K – 212
2021
Q3 		$347K Buy
1,633
+559
+52% +$121K 0.08% 140
2021
Q2 		$214K Hold
1,074
– – 0.05% 182
2021
Q1 		$211K Buy
+1,074
New +$202K 0.06% 173

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marathon Capital Management's RBC Position: Q4 2021 in Review

Marathon Capital Management sold out of RBC Bearings (RBC) in Q4 2021, closing a stake of 1,633 shares — an estimated $347K sold.

Marathon Capital Management first reported a position in RBC in Q1 2021 and held it in 3 quarters. The position peaked at $347K in Q3 2021. 273 funds tracked by Wall St. Rank hold RBC as of Q4 2021.

  • Marathon Capital Management reported no remaining RBC Bearings position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 1,633 RBC Bearings shares in Q4 2021, an estimated $347K.
  • Marathon Capital Management first reported a position in RBC Bearings in Q1 2021 and held it in 3 quarters.
  • Marathon Capital Management's RBC Bearings position peaked at $347K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.