Mark J. Bradley’s RB Global RBA Stock Holding History

Mark J. Bradley’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 Q2	$1.43M	Sell	23,865 -13,635	-36%	-$769K	1.42%	34
2023 Q1	$2.11M	Buy	37,500 +3,635	+11%	+$214K	1.53%	31
2022 Q4	$1.96M	Buy	33,865 +2,230	+7%	+$130K	1.74%	27
2022 Q3	$1.98M	Buy	31,635 +5,395	+21%	+$367K	1.83%	29
2022 Q2	$1.71M	Sell	26,240 -515	-2%	-$30.2K	1.55%	32
2022 Q1	$1.58M	Buy	26,755 +50	+0.2%	+$2.94K	1.13%	39
2021 Q4	$1.63M	Buy	26,705 +9,900	+59%	+$662K	1.07%	37
2021 Q3	$1.04M	Sell	16,805 -500	-3%	-$30.5K	0.71%	42
2021 Q2	$1.03M	Buy	17,305 +5,175	+43%	+$319K	0.68%	44
2021 Q1	$710K	Buy	12,130 +550	+5%	+$32.3K	0.48%	44
2020 Q4	$806K	Buy	+11,580	New	+$767K	0.56%	43

Other funds holding RBA

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

EAM

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

Mark J. Bradley's RBA Position: Q2 2023 in Review

Mark J. Bradley reduced its RB Global (RBA) stake by 36% in Q2 2023, selling an estimated $769K and leaving 23,865 shares worth $1.43M. The position accounts for 1.42% of the portfolio, ranked #34.

Mark J. Bradley first reported a position in RBA in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.11M in Q1 2023. 391 funds tracked by Wall St. Rank hold RBA as of Q2 2023.

Mark J. Bradley held 23,865 shares of RB Global worth $1.43M as of Q2 2023.
Mark J. Bradley sold 13,635 RB Global shares in Q2 2023, an estimated $769K.
RB Global made up 1.42% of Mark J. Bradley's portfolio in Q2 2023, its #34 holding.
Mark J. Bradley first reported a position in RB Global in Q4 2020 and has held it in 11 quarters since.
Mark J. Bradley's RB Global position peaked at $2.11M in Q1 2023.
391 funds tracked by Wall St. Rank held RB Global as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.