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Foresters Investment Management’s Regal Rexnord RRX Stock Holding History

Foresters Investment Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$7.84M Buy
107,600
+1,400
+1% +$106K 0.16% 210
2019
Q2 		$8.68M Sell
106,200
-1,100
-1% -$88.6K 0.16% 214
2019
Q1 		$8.79M Sell
107,300
-3,200
-3% -$252K 0.15% 214
2018
Q4 		$7.74M Buy
110,500
+17,300
+19% +$1.31M 0.15% 208
2018
Q3 		$7.68M Buy
93,200
+600
+0.6% +$49.9K 0.12% 231
2018
Q2 		$7.58M Buy
92,600
+7,600
+9% +$588K 0.13% 226
2018
Q1 		$6.24M Buy
85,000
+20,000
+31% +$1.5M 0.1% 228
2017
Q4 		$4.98M Buy
65,000
+1,000
+2% +$77.8K 0.08% 258
2017
Q3 		$5.06M Buy
64,000
+7,800
+14% +$623K 0.08% 241
2017
Q2 		$4.58M Sell
56,200
-14,400
-20% -$1.14M 0.08% 250
2017
Q1 		$5.34M Sell
70,600
-125,300
-64% -$9.23M 0.09% 226
2016
Q4 		$13.8M Buy
195,900
+2,200
+1% +$146K 0.25% 147
2016
Q3 		$11.5M Buy
193,700
+750
+0.4% +$45.1K 0.21% 149
2016
Q2 		$10.6M Buy
192,950
+6,950
+4% +$418K 0.21% 147
2016
Q1 		$11.7M Sell
186,000
-111,500
-37% -$6.24M 0.24% 137
2015
Q4 		$17.4M Buy
297,500
+2,000
+0.7% +$123K 0.35% 104
2015
Q3 		$16.7M Buy
295,500
+36,550
+14% +$2.45M 0.36% 109
2015
Q2 		$18.8M Buy
258,950
+500
+0.2% +$38.6K 0.35% 111
2015
Q1 		$20.7M Buy
258,450
+108,050
+72% +$8.09M 0.4% 103
2014
Q4 		$11.3M Buy
+150,400
New +$10.6M 0.23% 146

Other funds holding RRX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foresters Investment Management's RRX Position: Q3 2019 in Review

Foresters Investment Management increased its Regal Rexnord (RRX) stake by 1.3% in Q3 2019, buying an estimated $106K and bringing the position to 107,600 shares worth $7.84M. The position accounts for 0.16% of the portfolio, ranked #210.

Foresters Investment Management first reported a position in RRX in Q4 2014 and has held it in 20 quarters since. The position peaked at $20.7M in Q1 2015. 254 funds tracked by Wall St. Rank hold RRX as of Q3 2019.

  • Foresters Investment Management held 107,600 shares of Regal Rexnord worth $7.84M as of Q3 2019.
  • Foresters Investment Management bought 1,400 Regal Rexnord shares in Q3 2019, an estimated $106K.
  • Regal Rexnord made up 0.16% of Foresters Investment Management's portfolio in Q3 2019, its #210 holding.
  • Foresters Investment Management first reported a position in Regal Rexnord in Q4 2014 and has held it in 20 quarters since.
  • Foresters Investment Management's Regal Rexnord position peaked at $20.7M in Q1 2015.
  • 254 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.