Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Regal Rexnord RRX Stock Holding History

Cambridge Investment Research Advisors’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
-13,115
Closed -$1.87M – 3285
2023
Q3 		$1.87M Sell
13,115
-338
-3% -$52K 0.01% 1179
2023
Q2 		$2.07M Buy
+13,453
New +$1.83M 0.01% 1147

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 $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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

Cambridge Investment Research Advisors's RRX Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Regal Rexnord (RRX) in Q4 2023, closing a stake of 13,115 shares — an estimated $1.87M sold.

Cambridge Investment Research Advisors first reported a position in RRX in Q2 2023 and held it in 2 quarters. The position peaked at $2.07M in Q2 2023. 429 funds tracked by Wall St. Rank hold RRX as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Regal Rexnord position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 13,115 Regal Rexnord shares in Q4 2023, an estimated $1.87M.
  • Cambridge Investment Research Advisors first reported a position in Regal Rexnord in Q2 2023 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Regal Rexnord position peaked at $2.07M in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.