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Willis Investment Counsel’s RB Global RBA Stock Holding History

Willis Investment Counsel’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
2021
Q3 		– Sell
-9,853
Closed -$584K – 110
2021
Q2 		$584K Buy
9,853
+45
+0.5% +$2.77K 0.03% 98
2021
Q1 		$574K Buy
+9,808
New +$575K 0.03% 100

Other funds holding RBA

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Willis Investment Counsel's RBA Position: Q3 2021 in Review

Willis Investment Counsel sold out of RB Global (RBA) in Q3 2021, closing a stake of 9,853 shares — an estimated $584K sold.

Willis Investment Counsel first reported a position in RBA in Q1 2021 and held it in 2 quarters. The position peaked at $584K in Q2 2021. 267 funds tracked by Wall St. Rank hold RBA as of Q3 2021.

  • Willis Investment Counsel reported no remaining RB Global position as of Q3 2021 after selling out during the quarter.
  • Willis Investment Counsel sold 9,853 RB Global shares in Q3 2021, an estimated $584K.
  • Willis Investment Counsel first reported a position in RB Global in Q1 2021 and held it in 2 quarters.
  • Willis Investment Counsel's RB Global position peaked at $584K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held RB Global as of Q3 2021.

Based on Willis Investment Counsel's 13F filing for Q3 2021, filed 17 Nov 2021.