Curi RMB Capital’s MERITOR, Inc. MTOR Stock Holding History

Curi RMB Capital’s Portfolio MTOR Stock Details MTOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-54,544	Closed	-$723K	–	714
2020 Q1	$723K	Sell	54,544 -27,191	-33%	-$586K	0.03%	339
2019 Q4	$2.14M	Sell	81,735 -46,706	-36%	-$1.05M	0.06%	270
2019 Q3	$2.38M	Buy	128,441 +39,361	+44%	+$797K	0.06%	271
2019 Q2	$2.16M	Sell	89,080 -49,880	-36%	-$1.12M	0.05%	300
2019 Q1	$2.83M	Sell	138,960 -86,804	-38%	-$1.77M	0.07%	280
2018 Q4	$3.82M	Buy	225,764 +74,020	+49%	+$1.26M	0.1%	224
2018 Q3	$2.94M	Sell	151,744 -52,558	-26%	-$1.1M	0.07%	299
2018 Q2	$4.2M	Sell	204,302 -53,601	-21%	-$1.13M	0.1%	227
2018 Q1	$5.3M	Buy	257,903 +64,031	+33%	+$1.55M	0.14%	211
2017 Q4	$4.55M	Sell	193,872 -3,592	-2%	-$90.2K	0.12%	240
2017 Q3	$5.14M	Buy	197,464 +3,965	+2%	+$78.7K	0.13%	228
2017 Q2	$3.21M	Buy	+193,499	New	+$3.18M	0.09%	296

Other funds holding MTOR

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

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

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Curi RMB Capital's MTOR Position: Q2 2020 in Review

Curi RMB Capital sold out of MERITOR, Inc. (MTOR) in Q2 2020, closing a stake of 54,544 shares — an estimated $723K sold.

Curi RMB Capital first reported a position in MTOR in Q2 2017 and held it in 12 quarters. The position peaked at $5.3M in Q1 2018. 204 funds tracked by Wall St. Rank hold MTOR as of Q2 2020.

Curi RMB Capital reported no remaining MERITOR, Inc. position as of Q2 2020 after selling out during the quarter.
Curi RMB Capital sold 54,544 MERITOR, Inc. shares in Q2 2020, an estimated $723K.
Curi RMB Capital first reported a position in MERITOR, Inc. in Q2 2017 and held it in 12 quarters.
Curi RMB Capital's MERITOR, Inc. position peaked at $5.3M in Q1 2018.
204 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q2 2020.

Based on Curi RMB Capital's 13F filing for Q2 2020, filed 5 Aug 2020.