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Fiduciary Financial Group’s The RMR Group RMR Stock Holding History

Fiduciary Financial Group’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
2024
Q4 		– Sell
-8,619
Closed -$218K – 297
2024
Q3 		$218K Buy
+8,619
New +$213K 0.05% 245

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiduciary Financial Group's RMR Position: Q4 2024 in Review

Fiduciary Financial Group sold out of The RMR Group (RMR) in Q4 2024, closing a stake of 8,619 shares — an estimated $218K sold.

Fiduciary Financial Group first reported a position in RMR in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2024.

  • Fiduciary Financial Group reported no remaining The RMR Group position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Financial Group sold 8,619 The RMR Group shares in Q4 2024, an estimated $218K.
  • Fiduciary Financial Group first reported a position in The RMR Group in Q3 2024 and held it in 1 quarter.
  • Fiduciary Financial Group's The RMR Group position peaked at $218K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2024.

Based on Fiduciary Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.