EWM
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Evermay Wealth Management’s Rentokil RTO Stock Holding History

Evermay Wealth Management’s Portfolio RTO Stock Details RTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-42
Closed -$1.56K – 691
2023
Q3 		$1.56K Hold
42
– – ﹤0.01% 511
2023
Q2 		$1.64K Buy
+42
New +$1.65K ﹤0.01% 499

Other funds holding RTO

Janus Henderson Group
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GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return

Evermay Wealth Management's RTO Position: Q4 2023 in Review

Evermay Wealth Management sold out of Rentokil (RTO) in Q4 2023, closing a stake of 42 shares — an estimated $1.56K sold.

Evermay Wealth Management first reported a position in RTO in Q2 2023 and held it in 2 quarters. The position peaked at $1.64K in Q2 2023. 188 funds tracked by Wall St. Rank hold RTO as of Q4 2023.

  • Evermay Wealth Management reported no remaining Rentokil position as of Q4 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 42 Rentokil shares in Q4 2023, an estimated $1.56K.
  • Evermay Wealth Management first reported a position in Rentokil in Q2 2023 and held it in 2 quarters.
  • Evermay Wealth Management's Rentokil position peaked at $1.64K in Q2 2023.
  • 188 funds tracked by Wall St. Rank held Rentokil as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.