Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s RB Global RBA Stock Holding History

Sumitomo Mitsui Trust Group’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
Q2 		– Sell
-362,493
Closed -$27.6M – 1125
2024
Q1 		$27.6M Sell
362,493
-4,296
-1% -$300K 0.02% 648
2023
Q4 		$24.6M Sell
366,789
-3,554
-1% -$228K 0.02% 665
2023
Q3 		$23.3M Sell
370,343
-9,358
-2% -$577K 0.02% 664
2023
Q2 		$22.8M Sell
379,701
-76,484
-17% -$4.31M 0.02% 686
2023
Q1 		$25.7M Buy
456,185
+175,396
+62% +$10.3M 0.02% 675
2022
Q4 		$16.2M Sell
280,789
-983
-0.3% -$57.2K 0.01% 743
2022
Q3 		$17.6M Buy
281,772
+1,934
+0.7% +$132K 0.01% 726
2022
Q2 		$18.2M Sell
279,838
-59,800
-18% -$3.51M 0.01% 735
2022
Q1 		$20.1M Buy
339,638
+70,789
+26% +$4.16M 0.01% 729
2021
Q4 		$16.5M Sell
268,849
-18,578
-6% -$1.24M 0.01% 730
2021
Q3 		$17.7M Sell
287,427
-13,352
-4% -$816K 0.01% 730
2021
Q2 		$17.8M Sell
300,779
-16,667
-5% -$1.03M 0.01% 739
2021
Q1 		$18.6M Sell
317,446
-5,192
-2% -$304K 0.01% 721
2020
Q4 		$22.4M Sell
322,638
-39,504
-11% -$2.62M 0.01% 697
2020
Q3 		$21.5M Sell
362,142
-7,766
-2% -$410K 0.01% 678
2020
Q2 		$15M Buy
+369,908
New +$15.1M 0.01% 712

Other funds holding RBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group's RBA Position: Q2 2024 in Review

Sumitomo Mitsui Trust Group sold out of RB Global (RBA) in Q2 2024, closing a stake of 362,493 shares — an estimated $27.6M sold.

Sumitomo Mitsui Trust Group first reported a position in RBA in Q2 2020 and held it in 16 quarters. The position peaked at $27.6M in Q1 2024. 420 funds tracked by Wall St. Rank hold RBA as of Q2 2024.

  • Sumitomo Mitsui Trust Group reported no remaining RB Global position as of Q2 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 362,493 RB Global shares in Q2 2024, an estimated $27.6M.
  • Sumitomo Mitsui Trust Group first reported a position in RB Global in Q2 2020 and held it in 16 quarters.
  • Sumitomo Mitsui Trust Group's RB Global position peaked at $27.6M in Q1 2024.
  • 420 funds tracked by Wall St. Rank held RB Global as of Q2 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2024, filed 19 Jul 2024.