Fort LP’s Regal Rexnord RRX Stock Holding History

Fort LP’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
2020 Q1	–	Sell	-111	Closed	-$10K	–	443
2019 Q4	$10K	Buy	+111	New	+$8.8K	﹤0.01%	444
2019 Q2	–	Sell	-396	Closed	-$32K	–	477
2019 Q1	$32K	Buy	396 +234	+144%	+$18.5K	0.01%	391
2018 Q4	$11K	Buy	+162	New	+$12.2K	﹤0.01%	407

Other funds holding RRX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fort LP's RRX Position: Q1 2020 in Review

Fort LP sold out of Regal Rexnord (RRX) in Q1 2020, closing a stake of 111 shares — an estimated $10K sold.

Fort LP first reported a position in RRX in Q4 2018 and held it in 3 quarters. The position peaked at $32K in Q1 2019. 243 funds tracked by Wall St. Rank hold RRX as of Q1 2020.

Fort LP reported no remaining Regal Rexnord position as of Q1 2020 after selling out during the quarter.
Fort LP sold 111 Regal Rexnord shares in Q1 2020, an estimated $10K.
Fort LP first reported a position in Regal Rexnord in Q4 2018 and held it in 3 quarters.
Fort LP's Regal Rexnord position peaked at $32K in Q1 2019.
243 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2020.

Based on Fort LP's 13F filing for Q1 2020, filed 14 May 2020.