Trust Company of Vermont’s RB Global RBA Stock Holding History

Trust Company of Vermont’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
2022 Q4	–	Sell	-160	Closed	-$10K	–	954
2022 Q3	$10K	Hold	160	–	–	﹤0.01%	725
2022 Q2	$10K	Buy	+160	New	+$9.39K	﹤0.01%	689
2017 Q3	–	Sell	-117	Closed	-$3K	–	977
2017 Q2	$3K	Buy	+117	New	+$3.63K	﹤0.01%	891
2016 Q3	–	Sell	-150	Closed	-$5K	–	857
2016 Q2	$5K	Buy	+150	New	+$4.65K	﹤0.01%	709

Other funds holding RBA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BGC

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

IFP

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

ACH

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EAM

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

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Trust Company of Vermont's RBA Position: Q4 2022 in Review

Trust Company of Vermont sold out of RB Global (RBA) in Q4 2022, closing a stake of 160 shares — an estimated $10K sold.

Trust Company of Vermont first reported a position in RBA in Q2 2016 and held it in 4 quarters. The position peaked at $10K in Q3 2022. 353 funds tracked by Wall St. Rank hold RBA as of Q4 2022.

Trust Company of Vermont reported no remaining RB Global position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 160 RB Global shares in Q4 2022, an estimated $10K.
Trust Company of Vermont first reported a position in RB Global in Q2 2016 and held it in 4 quarters.
Trust Company of Vermont's RB Global position peaked at $10K in Q3 2022.
353 funds tracked by Wall St. Rank held RB Global as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.