Surevest’s RBC Bearings RBC Stock Holding History

Surevest’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
2022 Q3	$4K	Hold	17	–	–	﹤0.01%	345
2022 Q2	$3K	Hold	17	–	–	﹤0.01%	388
2022 Q1	$3K	Hold	17	–	–	﹤0.01%	370
2021 Q4	$3K	Buy	+17	New	+$3.65K	﹤0.01%	375

Other funds holding RBC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Surevest's RBC Position: Q3 2022 in Review

Surevest held its RBC Bearings (RBC) position steady in Q3 2022 at 17 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Surevest first reported a position in RBC in Q4 2021 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold RBC as of Q3 2022.

Surevest held 17 shares of RBC Bearings worth $4K as of Q3 2022.
Surevest left its RBC Bearings share count unchanged in Q3 2022.
RBC Bearings made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #345 holding.
Surevest first reported a position in RBC Bearings in Q4 2021 and has held it in 4 quarters since.
297 funds tracked by Wall St. Rank held RBC Bearings as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.