Claris Advisors’s Regal Rexnord RRX Stock Holding History

Claris 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
2024 Q4	–	Sell	-3	Closed	-$498	–	924
2024 Q3	$498	Buy	+3	New	+$463	﹤0.01%	643

Other funds holding RRX

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Claris Advisors's RRX Position: Q4 2024 in Review

Claris Advisors sold out of Regal Rexnord (RRX) in Q4 2024, closing a stake of 3 shares — an estimated $498 sold.

Claris Advisors first reported a position in RRX in Q3 2024 and held it in 1 quarter. The position peaked at $498 in Q3 2024. 440 funds tracked by Wall St. Rank hold RRX as of Q4 2024.

Claris Advisors reported no remaining Regal Rexnord position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Regal Rexnord shares in Q4 2024, an estimated $498.
Claris Advisors first reported a position in Regal Rexnord in Q3 2024 and held it in 1 quarter.
Claris Advisors's Regal Rexnord position peaked at $498 in Q3 2024.
440 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.