CCP
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Carmel Capital Partners’s Regional Management Corp RM Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-358
Closed -$9.91K – 572
2023
Q3 		$9.91K Buy
+358
New +$10.6K ﹤0.01% 456

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Wellington Management Group
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Vanguard Group
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KCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmel Capital Partners's RM Position: Q4 2023 in Review

Carmel Capital Partners sold out of Regional Management Corp (RM) in Q4 2023, closing a stake of 358 shares — an estimated $9.91K sold.

Carmel Capital Partners first reported a position in RM in Q3 2023 and held it in 1 quarter. The position peaked at $9.91K in Q3 2023. 82 funds tracked by Wall St. Rank hold RM as of Q4 2023.

  • Carmel Capital Partners reported no remaining Regional Management Corp position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 358 Regional Management Corp shares in Q4 2023, an estimated $9.91K.
  • Carmel Capital Partners first reported a position in Regional Management Corp in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Regional Management Corp position peaked at $9.91K in Q3 2023.
  • 82 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.