Annis Gardner Whiting Capital Advisors’s Regal Rexnord RRX Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18	Closed	-$2.8K	–	808
2024 Q4	$2.8K	Hold	18	–	–	﹤0.01%	662
2024 Q3	$2.99K	Hold	18	–	–	﹤0.01%	679
2024 Q2	$2.44K	Hold	18	–	–	﹤0.01%	842
2024 Q1	$3.25K	Hold	18	–	–	﹤0.01%	808
2023 Q4	$2.67K	Hold	18	–	–	﹤0.01%	604
2023 Q3	$2.58K	Buy	+18	New	+$2.77K	﹤0.01%	595

Other funds holding RRX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's RRX Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Regal Rexnord (RRX) in Q1 2025, closing a stake of 18 shares — an estimated $2.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in RRX in Q3 2023 and held it in 6 quarters. The position peaked at $3.25K in Q1 2024. 437 funds tracked by Wall St. Rank hold RRX as of Q1 2025.

Annis Gardner Whiting Capital Advisors reported no remaining Regal Rexnord position as of Q1 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 18 Regal Rexnord shares in Q1 2025, an estimated $2.8K.
Annis Gardner Whiting Capital Advisors first reported a position in Regal Rexnord in Q3 2023 and held it in 6 quarters.
Annis Gardner Whiting Capital Advisors's Regal Rexnord position peaked at $3.25K in Q1 2024.
437 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.