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Aperio Group’s The RMR Group RMR Stock Holding History

Aperio Group’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.18M Sell
30,610
-1,378
-4% -$45.3K ﹤0.01% 1501
2020
Q3 		$879K Buy
31,988
+10,038
+46% +$291K ﹤0.01% 1503
2020
Q2 		$647K Buy
21,950
+659
+3% +$19.1K ﹤0.01% 1641
2020
Q1 		$574K Buy
21,291
+11,913
+127% +$461K ﹤0.01% 1579
2019
Q4 		$428K Buy
9,378
+4,467
+91% +$207K ﹤0.01% 1889
2019
Q3 		$223K Sell
4,911
-5,149
-51% -$242K ﹤0.01% 2138
2019
Q2 		$473K Buy
10,060
+5,074
+102% +$273K ﹤0.01% 1811
2019
Q1 		$304K Sell
4,986
-765
-13% -$50.4K ﹤0.01% 1990
2018
Q4 		$305K Sell
5,751
-3,546
-38% -$251K ﹤0.01% 1936
2018
Q3 		$863K Buy
9,297
+351
+4% +$30.9K ﹤0.01% 1489
2018
Q2 		$702K Buy
8,946
+134
+2% +$10.3K ﹤0.01% 1577
2018
Q1 		$616K Buy
8,812
+2,007
+29% +$129K ﹤0.01% 1590
2017
Q4 		$404K Buy
6,805
+1,661
+32% +$93.4K ﹤0.01% 1808
2017
Q3 		$264K Buy
+5,144
New +$254K ﹤0.01% 1986

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's RMR Position: Q4 2020 in Review

Aperio Group reduced its The RMR Group (RMR) stake by 4.3% in Q4 2020, selling an estimated $45.3K and leaving 30,610 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Aperio Group first reported a position in RMR in Q3 2017 and has held it in 14 quarters since. 191 funds tracked by Wall St. Rank hold RMR as of Q4 2020.

  • Aperio Group held 30,610 shares of The RMR Group worth $1.18M as of Q4 2020.
  • Aperio Group sold 1,378 The RMR Group shares in Q4 2020, an estimated $45.3K.
  • The RMR Group made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1501 holding.
  • Aperio Group first reported a position in The RMR Group in Q3 2017 and has held it in 14 quarters since.
  • 191 funds tracked by Wall St. Rank held The RMR Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.