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Calton & Associates’s ResMed RMD Stock Holding History

Calton & Associates’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
2021
Q4 		– Sell
-1,585
Closed -$417K – 405
2021
Q3 		$417K Buy
1,585
+2
+0.1% +$547 0.09% 222
2021
Q2 		$390K Buy
1,583
+3
+0.2% +$631 0.07% 239
2021
Q1 		$307K Sell
1,580
-15
-0.9% -$3.01K 0.06% 279
2020
Q4 		$339K Buy
1,595
+2
+0.1% +$399 0.06% 235
2020
Q3 		$273K Sell
1,593
-614
-28% -$113K 0.06% 244
2020
Q2 		$424K Buy
2,207
+206
+10% +$33.7K 0.09% 169
2020
Q1 		$295K Sell
2,001
-624
-24% -$99.4K 0.07% 210
2019
Q4 		$407K Sell
2,625
-9
-0.3% -$1.3K 0.08% 204
2019
Q3 		$356K Sell
2,634
-267
-9% -$35K 0.08% 211
2019
Q2 		$354K Buy
2,901
+369
+15% +$40.9K 0.1% 176
2019
Q1 		$263K Buy
+2,532
New +$261K 0.08% 209
2018
Q1 		– Sell
-1,152
Closed -$115K – 1070
2017
Q4 		$115K Buy
+1,152
New +$95.2K 0.03% 452

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
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
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
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

Calton & Associates's RMD Position: Q4 2021 in Review

Calton & Associates sold out of ResMed (RMD) in Q4 2021, closing a stake of 1,585 shares — an estimated $417K sold.

Calton & Associates first reported a position in RMD in Q4 2017 and held it in 12 quarters. The position peaked at $424K in Q2 2020. 723 funds tracked by Wall St. Rank hold RMD as of Q4 2021.

  • Calton & Associates reported no remaining ResMed position as of Q4 2021 after selling out during the quarter.
  • Calton & Associates sold 1,585 ResMed shares in Q4 2021, an estimated $417K.
  • Calton & Associates first reported a position in ResMed in Q4 2017 and held it in 12 quarters.
  • Calton & Associates's ResMed position peaked at $424K in Q2 2020.
  • 723 funds tracked by Wall St. Rank held ResMed as of Q4 2021.

Based on Calton & Associates's 13F filing for Q4 2021, filed 13 Jan 2022.