ET
RCM

Equitable Trust’s R1 RCM Inc. Common Stock RCM Stock Holding History

Equitable Trust’s Portfolio RCM Stock Details RCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,932
Closed -$254K – 494
2024
Q3 		$254K Buy
17,932
+434
+2% +$5.9K 0.02% 410
2024
Q2 		$220K Hold
17,498
– – 0.02% 418
2024
Q1 		$225K Sell
17,498
-28,180
-62% -$328K 0.02% 406
2023
Q4 		$483K Sell
45,678
-614
-1% -$6.96K 0.04% 284
2023
Q3 		$698K Sell
46,292
-15,562
-25% -$262K 0.06% 213
2023
Q2 		$1.14M Hold
61,854
– – 0.09% 158
2023
Q1 		$928K Sell
61,854
-4,943
-7% -$67.6K 0.07% 177
2022
Q4 		$731K Buy
+66,797
New +$848K 0.06% 213

Other funds holding RCM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Equitable Trust's RCM Position: Q4 2024 in Review

Equitable Trust sold out of R1 RCM Inc. Common Stock (RCM) in Q4 2024, closing a stake of 17,932 shares — an estimated $254K sold.

Equitable Trust first reported a position in RCM in Q4 2022 and held it in 8 quarters. The position peaked at $1.14M in Q2 2023. 1 fund tracked by Wall St. Rank holds RCM as of Q4 2024.

  • Equitable Trust reported no remaining R1 RCM Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Equitable Trust sold 17,932 R1 RCM Inc. Common Stock shares in Q4 2024, an estimated $254K.
  • Equitable Trust first reported a position in R1 RCM Inc. Common Stock in Q4 2022 and held it in 8 quarters.
  • Equitable Trust's R1 RCM Inc. Common Stock position peaked at $1.14M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2024.

Based on Equitable Trust's 13F filing for Q4 2024, filed 28 Jan 2025.