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Cornerstone Planning Group’s The RMR Group RMR Stock Holding History

Cornerstone Planning Group’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$314 – 1478
2024
Q3 		$314 Buy
+13
New +$321 ﹤0.01% 1189

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's RMR Position: Q4 2024 in Review

Cornerstone Planning Group sold out of The RMR Group (RMR) in Q4 2024, closing a stake of 13 shares — an estimated $314 sold.

Cornerstone Planning Group first reported a position in RMR in Q3 2024 and held it in 1 quarter. The position peaked at $314 in Q3 2024. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2024.

  • Cornerstone Planning Group reported no remaining The RMR Group position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 13 The RMR Group shares in Q4 2024, an estimated $314.
  • Cornerstone Planning Group first reported a position in The RMR Group in Q3 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's The RMR Group position peaked at $314 in Q3 2024.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.