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EPG Wealth Management’s The RMR Group RMR Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-116
Closed -$3K – 622
2020
Q1 		$3K Buy
116
+77
+197% +$2.98K ﹤0.01% 665
2019
Q4 		$2K Buy
+39
New +$1.81K ﹤0.01% 614

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
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's RMR Position: Q2 2020 in Review

EPG Wealth Management sold out of The RMR Group (RMR) in Q2 2020, closing a stake of 116 shares — an estimated $3K sold.

EPG Wealth Management first reported a position in RMR in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 178 funds tracked by Wall St. Rank hold RMR as of Q2 2020.

  • EPG Wealth Management reported no remaining The RMR Group position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 116 The RMR Group shares in Q2 2020, an estimated $3K.
  • EPG Wealth Management first reported a position in The RMR Group in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's The RMR Group position peaked at $3K in Q1 2020.
  • 178 funds tracked by Wall St. Rank held The RMR Group as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.