Congress Asset Management’s R1 RCM Inc. Common Stock RCM Stock Holding History

Congress Asset Management’s Portfolio RCM Stock Details RCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-31,117	Closed	-$341K	–	393
2022 Q4	$341K	Sell	31,117 -323,476	-91%	-$4.11M	﹤0.01%	357
2022 Q3	$6.57M	Buy	354,593 +42,529	+14%	+$970K	0.07%	180
2022 Q2	$6.54M	Sell	312,064 -52,291	-14%	-$1.19M	0.06%	192
2022 Q1	$9.75M	Sell	364,355 -6,842	-2%	-$168K	0.08%	168
2021 Q4	$9.46M	Sell	371,197 -10,983	-3%	-$263K	0.07%	174
2021 Q3	$8.41M	Buy	382,180 +8,375	+2%	+$173K	0.07%	178
2021 Q2	$8.31M	Sell	373,805 -2,070	-0.6%	-$50K	0.07%	173
2021 Q1	$9.28M	Sell	375,875 -11,742	-3%	-$310K	0.08%	138
2020 Q4	$9.31M	Sell	387,617 -32,991	-8%	-$656K	0.09%	131
2020 Q3	$7.21M	Sell	420,608 -1,756	-0.4%	-$25.6K	0.08%	143
2020 Q2	$4.71M	Sell	422,364 -43,575	-9%	-$448K	0.06%	168
2020 Q1	$4.24M	Sell	465,939 -1,689	-0.4%	-$20.3K	0.06%	155
2019 Q4	$6.07M	Buy	+467,628	New	+$5.34M	0.07%	154

Other funds holding RCM

NMC

New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Asset Management's RCM Position: Q1 2023 in Review

Congress Asset Management sold out of R1 RCM Inc. Common Stock (RCM) in Q1 2023, closing a stake of 31,117 shares — an estimated $341K sold.

Congress Asset Management first reported a position in RCM in Q4 2019 and held it in 13 quarters. The position peaked at $9.75M in Q1 2022. 232 funds tracked by Wall St. Rank hold RCM as of Q1 2023.

Congress Asset Management reported no remaining R1 RCM Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Congress Asset Management sold 31,117 R1 RCM Inc. Common Stock shares in Q1 2023, an estimated $341K.
Congress Asset Management first reported a position in R1 RCM Inc. Common Stock in Q4 2019 and held it in 13 quarters.
Congress Asset Management's R1 RCM Inc. Common Stock position peaked at $9.75M in Q1 2022.
232 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q1 2023.

Based on Congress Asset Management's 13F filing for Q1 2023, filed 21 Apr 2023.