Blue Trust Inc’s Regional Management Corp RM Stock Holding History

Blue Trust Inc’s Portfolio RM Stock Details RM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17	Closed	–	–	2440
2023 Q1	$0	Buy	+17	New	+$526	﹤0.01%	2577

Other funds holding RM

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Trust Inc's RM Position: Q2 2023 in Review

Blue Trust Inc sold out of Regional Management Corp (RM) in Q2 2023, closing a stake of 17 shares.

Blue Trust Inc first reported a position in RM in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 80 funds tracked by Wall St. Rank hold RM as of Q2 2023.

Blue Trust Inc reported no remaining Regional Management Corp position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 17 Regional Management Corp shares in Q2 2023.
Blue Trust Inc first reported a position in Regional Management Corp in Q1 2023 and held it in 1 quarter.
Blue Trust Inc's Regional Management Corp position peaked at $0 in Q1 2023.
80 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.