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Equitable Trust’s ResMed RMD Stock Holding History

Equitable Trust’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
Q3 		– Sell
-9,535
Closed -$2.08M – 408
2023
Q2 		$2.08M Sell
9,535
-319
-3% -$71.1K 0.16% 118
2023
Q1 		$2.16M Sell
9,854
-7,794
-44% -$1.69M 0.17% 114
2022
Q4 		$3.67M Sell
17,648
-1,620
-8% -$356K 0.29% 73
2022
Q3 		$4.21M Sell
19,268
-8,060
-29% -$1.83M 0.35% 63
2022
Q2 		$5.73M Sell
27,328
-242
-0.9% -$51.5K 0.43% 54
2022
Q1 		$6.69M Sell
27,570
-2,101
-7% -$508K 0.43% 54
2021
Q4 		$7.73M Sell
29,671
-1,025
-3% -$266K 0.48% 53
2021
Q3 		$8.09M Buy
30,696
+94
+0.3% +$25.7K 0.52% 44
2021
Q2 		$7.54M Sell
30,602
-4,534
-13% -$953K 0.48% 49
2021
Q1 		$6.82M Sell
35,136
-5,155
-13% -$1.03M 0.51% 54
2020
Q4 		$8.56M Sell
40,291
-493
-1% -$98.3K 0.64% 45
2020
Q3 		$6.99M Sell
40,784
-1,474
-3% -$272K 0.6% 49
2020
Q2 		$8.11M Sell
42,258
-278
-0.7% -$45.5K 0.75% 35
2020
Q1 		$6.26M Buy
42,536
+4,234
+11% +$674K 0.69% 41
2019
Q4 		$5.94M Sell
38,302
-609
-2% -$87.8K 0.58% 50
2019
Q3 		$5.26M Sell
38,911
-199
-0.5% -$26.1K 0.55% 55
2019
Q2 		$4.77M Buy
39,110
+910
+2% +$101K 0.51% 58
2019
Q1 		$3.97M Buy
+38,200
New +$3.94M 0.46% 69

Other funds holding RMD

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Equitable Trust's RMD Position: Q3 2023 in Review

Equitable Trust sold out of ResMed (RMD) in Q3 2023, closing a stake of 9,535 shares — an estimated $2.08M sold.

Equitable Trust first reported a position in RMD in Q1 2019 and held it in 18 quarters. The position peaked at $8.56M in Q4 2020. 657 funds tracked by Wall St. Rank hold RMD as of Q3 2023.

  • Equitable Trust reported no remaining ResMed position as of Q3 2023 after selling out during the quarter.
  • Equitable Trust sold 9,535 ResMed shares in Q3 2023, an estimated $2.08M.
  • Equitable Trust first reported a position in ResMed in Q1 2019 and held it in 18 quarters.
  • Equitable Trust's ResMed position peaked at $8.56M in Q4 2020.
  • 657 funds tracked by Wall St. Rank held ResMed as of Q3 2023.

Based on Equitable Trust's 13F filing for Q3 2023, filed 6 Nov 2023.