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Benson Investment Management Company’s Regal Rexnord RRX Stock Holding History

Benson Investment Management Company’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
2023
Q4 		– Sell
-25,560
Closed -$3.65M – 54
2023
Q3 		$3.65M Sell
25,560
-50
-0.2% -$7.7K 2.05% 33
2023
Q2 		$3.94M Buy
25,610
+3,045
+13% +$415K 2.19% 24
2023
Q1 		$3.18M Sell
22,565
-5,045
-18% -$730K 1.82% 32
2022
Q4 		$3.31M Buy
+27,610
New +$3.62M 1.96% 31

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Benson Investment Management Company's RRX Position: Q4 2023 in Review

Benson Investment Management Company sold out of Regal Rexnord (RRX) in Q4 2023, closing a stake of 25,560 shares — an estimated $3.65M sold.

Benson Investment Management Company first reported a position in RRX in Q4 2022 and held it in 4 quarters. The position peaked at $3.94M in Q2 2023. 429 funds tracked by Wall St. Rank hold RRX as of Q4 2023.

  • Benson Investment Management Company reported no remaining Regal Rexnord position as of Q4 2023 after selling out during the quarter.
  • Benson Investment Management Company sold 25,560 Regal Rexnord shares in Q4 2023, an estimated $3.65M.
  • Benson Investment Management Company first reported a position in Regal Rexnord in Q4 2022 and held it in 4 quarters.
  • Benson Investment Management Company's Regal Rexnord position peaked at $3.94M in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2023.

Based on Benson Investment Management Company's 13F filing for Q4 2023, filed 9 Jan 2024.