Donor Advised Charitable Giving’s ResMed RMD Stock Holding History

Donor Advised Charitable Giving’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,410	Closed	-$208K	–	35
2023 Q3	$208K	Hold	1,410	–	–	0.01%	26
2023 Q2	$308K	Hold	1,410	–	–	0.02%	22
2023 Q1	$309K	Hold	1,410	–	–	0.03%	35
2022 Q4	$293K	Buy	1,410 +450	+47%	+$98.9K	0.05%	38
2022 Q3	$210K	Hold	960	–	–	0.04%	37
2022 Q2	$201K	Hold	960	–	–	0.03%	38
2022 Q1	$233K	Hold	960	–	–	0.02%	46
2021 Q4	$250K	Sell	960 -35	-4%	-$9.08K	0.02%	40
2021 Q3	$262K	Buy	+995	New	+$272K	0.05%	37

Other funds holding RMD

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Donor Advised Charitable Giving's RMD Position: Q4 2023 in Review

Donor Advised Charitable Giving sold out of ResMed (RMD) in Q4 2023, closing a stake of 1,410 shares — an estimated $208K sold.

Donor Advised Charitable Giving first reported a position in RMD in Q3 2021 and held it in 9 quarters. The position peaked at $309K in Q1 2023. 687 funds tracked by Wall St. Rank hold RMD as of Q4 2023.

Donor Advised Charitable Giving reported no remaining ResMed position as of Q4 2023 after selling out during the quarter.
Donor Advised Charitable Giving sold 1,410 ResMed shares in Q4 2023, an estimated $208K.
Donor Advised Charitable Giving first reported a position in ResMed in Q3 2021 and held it in 9 quarters.
Donor Advised Charitable Giving's ResMed position peaked at $309K in Q1 2023.
687 funds tracked by Wall St. Rank held ResMed as of Q4 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2023, filed 24 Jan 2024.