Evermay Wealth Management’s ResMed RMD Stock Holding History

Evermay Wealth Management’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
2024 Q1	–	Sell	-2	Closed	-$345	–	708
2023 Q4	$345	Buy	+2	New	+$307	﹤0.01%	635

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Evermay Wealth Management's RMD Position: Q1 2024 in Review

Evermay Wealth Management sold out of ResMed (RMD) in Q1 2024, closing a stake of 2 shares — an estimated $345 sold.

Evermay Wealth Management first reported a position in RMD in Q4 2023 and held it in 1 quarter. The position peaked at $345 in Q4 2023. 718 funds tracked by Wall St. Rank hold RMD as of Q1 2024.

Evermay Wealth Management reported no remaining ResMed position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 2 ResMed shares in Q1 2024, an estimated $345.
Evermay Wealth Management first reported a position in ResMed in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's ResMed position peaked at $345 in Q4 2023.
718 funds tracked by Wall St. Rank held ResMed as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.