Braun-Bostich & Associates’s The RMR Group RMR Stock Holding History

Braun-Bostich & Associates’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	–	Sell	-8,981	Closed	-$247K	–	174
2020 Q3	$247K	Buy	8,981 +5,266	+142%	+$153K	0.25%	69
2020 Q2	$109K	Hold	3,715	–	–	0.11%	100
2020 Q1	$96K	Hold	3,715	–	–	0.12%	102
2019 Q4	$167K	Buy	+3,715	New	+$172K	0.16%	92
2019 Q3	–	Sell	-2,024	Closed	-$95K	–	252
2019 Q2	$95K	Hold	2,024	–	–	0.1%	145
2019 Q1	$123K	Hold	2,024	–	–	0.13%	144
2018 Q4	$107K	Buy	2,024 +998	+97%	+$70.5K	0.11%	134
2018 Q3	$95K	Hold	1,026	–	–	0.09%	146
2018 Q2	$80K	Hold	1,026	–	–	0.08%	154
2018 Q1	$72K	Buy	1,026 +936	+1,040%	+$60.2K	0.06%	152
2017 Q4	$5K	Buy	+90	New	+$5.06K	﹤0.01%	279

Other funds holding RMR

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Braun-Bostich & Associates's RMR Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of The RMR Group (RMR) in Q4 2020, closing a stake of 8,981 shares — an estimated $247K sold.

Braun-Bostich & Associates first reported a position in RMR in Q4 2017 and held it in 11 quarters. The position peaked at $247K in Q3 2020. 191 funds tracked by Wall St. Rank hold RMR as of Q4 2020.

Braun-Bostich & Associates reported no remaining The RMR Group position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 8,981 The RMR Group shares in Q4 2020, an estimated $247K.
Braun-Bostich & Associates first reported a position in The RMR Group in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's The RMR Group position peaked at $247K in Q3 2020.
191 funds tracked by Wall St. Rank held The RMR Group as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.