Carroll Financial Associates’s ResMed RMD Stock Holding History

Carroll Financial 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	$13K	Sell	52 -1	-2%	-$259	﹤0.01%	1097
2021 Q3	$13K	Sell	53 -534	-91%	-$146K	﹤0.01%	1124
2021 Q2	$144K	Buy	587 +541	+1,176%	+$114K	0.01%	494
2021 Q1	$8K	Buy	46 +1	+2%	+$201	﹤0.01%	1271
2020 Q4	$9K	Hold	45	–	–	﹤0.01%	1145
2020 Q3	$7K	Sell	45 -339	-88%	-$62.6K	﹤0.01%	1129
2020 Q2	$73K	Buy	384 +339	+753%	+$55.5K	0.01%	551
2020 Q1	$6K	Hold	45	–	–	﹤0.01%	1084
2019 Q4	$6K	Buy	+45	New	+$6.49K	﹤0.01%	1216
2019 Q3	–	Sell	-49	Closed	-$5K	–	1675
2019 Q2	$5K	Hold	49	–	–	﹤0.01%	1211
2019 Q1	$5K	Buy	+49	New	+$5.06K	﹤0.01%	1112

Other funds holding RMD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Carroll Financial Associates's RMD Position: Q4 2021 in Review

Carroll Financial Associates reduced its ResMed (RMD) stake by 1.9% in Q4 2021, selling an estimated $259 and leaving 52 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Carroll Financial Associates first reported a position in RMD in Q1 2019 and has held it in 11 quarters since. The position peaked at $144K in Q2 2021. 724 funds tracked by Wall St. Rank hold RMD as of Q4 2021.

Carroll Financial Associates held 52 shares of ResMed worth $13K as of Q4 2021.
Carroll Financial Associates sold 1 ResMed share in Q4 2021, an estimated $259.
ResMed made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1097 holding.
Carroll Financial Associates first reported a position in ResMed in Q1 2019 and has held it in 11 quarters since.
Carroll Financial Associates's ResMed position peaked at $144K in Q2 2021.
724 funds tracked by Wall St. Rank held ResMed as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.