Ellevest Inc’s The RMR Group RMR Stock Holding History

Ellevest Inc’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
2023 Q1	–	Sell	-34	Closed	-$961	–	2038
2022 Q4	$961	Buy	+34	New	+$925	﹤0.01%	1530

Other funds holding RMR

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ellevest Inc's RMR Position: Q1 2023 in Review

Ellevest Inc sold out of The RMR Group (RMR) in Q1 2023, closing a stake of 34 shares — an estimated $961 sold.

Ellevest Inc first reported a position in RMR in Q4 2022 and held it in 1 quarter. The position peaked at $961 in Q4 2022. 193 funds tracked by Wall St. Rank hold RMR as of Q1 2023.

Ellevest Inc reported no remaining The RMR Group position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 34 The RMR Group shares in Q1 2023, an estimated $961.
Ellevest Inc first reported a position in The RMR Group in Q4 2022 and held it in 1 quarter.
Ellevest Inc's The RMR Group position peaked at $961 in Q4 2022.
193 funds tracked by Wall St. Rank held The RMR Group as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.