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Brewin Dolphin Wealth Management’s ResMed RMD Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$3.96M Sell
18,875
-372
-2% -$79.2K 0.43% 40
2022
Q1 		$4.67M Sell
19,247
-709
-4% -$171K 0.52% 38
2021
Q4 		$5.2M Sell
19,956
-75
-0.4% -$19.5K 0.56% 38
2021
Q3 		$5.28M Sell
20,031
-595
-3% -$163K 0.6% 38
2021
Q2 		$5.08M Hold
20,626
– – 0.62% 35
2021
Q1 		$4M Sell
20,626
-1,069
-5% -$214K 0.61% 30
2020
Q4 		$4.61M Hold
21,695
– – 0.78% 27
2020
Q3 		$3.72M Sell
21,695
-770
-3% -$142K 0.69% 29
2020
Q2 		$4.31M Sell
22,465
-600
-3% -$98.2K 0.92% 23
2020
Q1 		$3.4M Sell
23,065
-1,330
-5% -$212K 1.83% 16
2019
Q4 		$3.78M Sell
24,395
-110
-0.4% -$15.9K 1.75% 19
2019
Q3 		$3.31M Sell
24,505
-615
-2% -$80.6K 1.68% 19
2019
Q2 		$3.07M Sell
25,120
-92
-0.4% -$10.2K 1.6% 19
2019
Q1 		$2.62M Buy
25,212
+523
+2% +$54K 1.43% 21
2018
Q4 		$2.81M Buy
24,689
+300
+1% +$32.1K 1.7% 20
2018
Q3 		$2.81M Sell
24,389
-185
-0.8% -$20.3K 1.51% 21
2018
Q2 		$2.55M Sell
24,574
-265
-1% -$26.8K 1.51% 21
2018
Q1 		$2.45M Buy
24,839
+745
+3% +$70.4K 1.51% 21
2017
Q4 		$2.04M Hold
24,094
– – 1.3% 23
2017
Q3 		$1.85M Buy
+24,094
New +$1.84M 1.29% 23

Other funds holding RMD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Brewin Dolphin Wealth Management's RMD Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its ResMed (RMD) stake by 1.9% in Q2 2022, selling an estimated $79.2K and leaving 18,875 shares worth $3.96M. The position accounts for 0.43% of the portfolio, ranked #40.

Brewin Dolphin Wealth Management first reported a position in RMD in Q3 2017 and has held it in 20 quarters since. The position peaked at $5.28M in Q3 2021. 676 funds tracked by Wall St. Rank hold RMD as of Q2 2022.

  • Brewin Dolphin Wealth Management held 18,875 shares of ResMed worth $3.96M as of Q2 2022.
  • Brewin Dolphin Wealth Management sold 372 ResMed shares in Q2 2022, an estimated $79.2K.
  • ResMed made up 0.43% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #40 holding.
  • Brewin Dolphin Wealth Management first reported a position in ResMed in Q3 2017 and has held it in 20 quarters since.
  • Brewin Dolphin Wealth Management's ResMed position peaked at $5.28M in Q3 2021.
  • 676 funds tracked by Wall St. Rank held ResMed as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.