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Permanens Capital’s RBC Bearings RBC Stock Holding History

Permanens Capital’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
Q2 		– Sell
-5,350
Closed -$1.05M – 124
2021
Q1 		$1.05M Hold
5,350
– – 0.22% 30
2020
Q4 		$958K Buy
5,350
+1,750
+49% +$267K 0.2% 31
2020
Q3 		$436K Buy
3,600
+2,100
+140% +$269K 0.15% 18
2020
Q2 		$201K Hold
1,500
– – 0.08% 25
2020
Q1 		$169K Buy
1,500
+175
+13% +$27.1K 0.05% 32
2019
Q4 		$210K Buy
+1,325
New +$214K 0.05% 39

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 $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return