DT
RDUS

Diversified Trust’s Radius Recycling RDUS Stock Holding History

Diversified Trust’s Portfolio RDUS Stock Details RDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,156
Closed -$457K – 914
2023
Q4 		$457K Buy
+15,156
New +$399K 0.02% 524
2023
Q3 		– Sell
-15,677
Closed -$470K – 909
2023
Q2 		$470K Hold
15,677
– – 0.02% 481
2023
Q1 		$488K Buy
15,677
+6,504
+71% +$211K 0.02% 470
2022
Q4 		$281K Hold
9,173
– – 0.01% 609
2022
Q3 		$261K Sell
9,173
-96
-1% -$3.22K 0.01% 592
2022
Q2 		$304K Buy
9,269
+990
+12% +$42.2K 0.01% 559
2022
Q1 		$430K Sell
8,279
-578
-7% -$26.1K 0.02% 503
2021
Q4 		$460K Sell
8,857
-773
-8% -$39.7K 0.02% 486
2021
Q3 		$422K Buy
9,630
+4,112
+75% +$199K 0.02% 453
2021
Q2 		$271K Buy
+5,518
New +$274K 0.01% 588
2013
Q4 		$970K Sell
29,680
-900
-3% -$26.9K 0.1% 205
2013
Q3 		$841K Sell
30,580
-230
-0.7% -$6.02K 0.09% 234
2013
Q2 		$721K Buy
+30,810
New +$773K 0.09% 244

Other funds holding RDUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust's RDUS Position: Q1 2024 in Review

Diversified Trust sold out of Radius Recycling (RDUS) in Q1 2024, closing a stake of 15,156 shares — an estimated $457K sold.

Diversified Trust first reported a position in RDUS in Q2 2013 and held it in 13 quarters. The position peaked at $970K in Q4 2013. 165 funds tracked by Wall St. Rank hold RDUS as of Q1 2024.

  • Diversified Trust reported no remaining Radius Recycling position as of Q1 2024 after selling out during the quarter.
  • Diversified Trust sold 15,156 Radius Recycling shares in Q1 2024, an estimated $457K.
  • Diversified Trust first reported a position in Radius Recycling in Q2 2013 and held it in 13 quarters.
  • Diversified Trust's Radius Recycling position peaked at $970K in Q4 2013.
  • 165 funds tracked by Wall St. Rank held Radius Recycling as of Q1 2024.

Based on Diversified Trust's 13F filing for Q1 2024, filed 18 Apr 2024.