Sierra Capital’s RB Global RBA Stock Holding History

Sierra Capital’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 Q1	–	Sell	-28	Closed	-$2K	–	474
2022 Q4	$2K	Sell	28 -11	-28%	-$640	﹤0.01%	537
2022 Q3	$2K	Hold	39	–	–	﹤0.01%	543
2022 Q2	$3K	Sell	39 -52	-57%	-$3.05K	﹤0.01%	544
2022 Q1	$5K	Buy	91 +9	+11%	+$528	﹤0.01%	542
2021 Q4	$5K	Buy	82 +52	+173%	+$3.48K	﹤0.01%	533
2021 Q3	$2K	Buy	30 +4	+15%	+$244	﹤0.01%	447
2021 Q2	$2K	Buy	+26	New	+$1.6K	﹤0.01%	430

Other funds holding RBA

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

BGC

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

ACH

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

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

LCG

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

EAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sierra Capital's RBA Position: Q1 2023 in Review

Sierra Capital sold out of RB Global (RBA) in Q1 2023, closing a stake of 28 shares — an estimated $2K sold.

Sierra Capital first reported a position in RBA in Q2 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 456 funds tracked by Wall St. Rank hold RBA as of Q1 2023.

Sierra Capital reported no remaining RB Global position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 28 RB Global shares in Q1 2023, an estimated $2K.
Sierra Capital first reported a position in RB Global in Q2 2021 and held it in 7 quarters.
Sierra Capital's RB Global position peaked at $5K in Q1 2022.
456 funds tracked by Wall St. Rank held RB Global as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.