Vaughan Nelson Investment Management’s RB Global RBA Stock Holding History

Vaughan Nelson Investment Management’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	-425,345	Closed	-$24.6M	–	222
2022 Q4	$24.6M	Buy	425,345 +28,036	+7%	+$1.63M	0.32%	92
2022 Q3	$24.8M	Sell	397,309 -192,625	-33%	-$13.1M	0.36%	86
2022 Q2	$38.4M	Sell	589,934 -244,330	-29%	-$14.3M	0.52%	56
2022 Q1	$49.2M	Buy	834,264 +180,780	+28%	+$10.6M	0.56%	55
2021 Q4	$40M	Sell	653,484 -204,240	-24%	-$13.7M	0.41%	70
2021 Q3	$52.9M	Sell	857,724 -15,855	-2%	-$969K	0.54%	58
2021 Q2	$51.8M	Sell	873,579 -405,241	-32%	-$24.9M	0.52%	63
2021 Q1	$74.9M	Buy	1,278,820 +656,490	+105%	+$38.5M	0.8%	44
2020 Q4	$43.3M	Buy	622,330 +95,705	+18%	+$6.34M	0.51%	69
2020 Q3	$31.2M	Buy	+526,625	New	+$27.8M	0.43%	82

Other funds holding RBA

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

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

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

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

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return