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Freedom Investment Management’s The RMR Group RMR Stock Holding History

Freedom Investment Management’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
2023
Q1 		– Sell
-13,317
Closed -$376K – 778
2022
Q4 		$376K Buy
+13,317
New +$362K 0.04% 513
2018
Q4 		– Sell
-2,641
Closed -$249K – 882
2018
Q3 		$249K Sell
2,641
-229
-8% -$20.1K 0.02% 763
2018
Q2 		$225K Buy
+2,870
New +$221K 0.01% 853

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Investment Management's RMR Position: Q1 2023 in Review

Freedom Investment Management sold out of The RMR Group (RMR) in Q1 2023, closing a stake of 13,317 shares — an estimated $376K sold.

Freedom Investment Management first reported a position in RMR in Q2 2018 and held it in 3 quarters. The position peaked at $376K in Q4 2022. 193 funds tracked by Wall St. Rank hold RMR as of Q1 2023.

  • Freedom Investment Management reported no remaining The RMR Group position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 13,317 The RMR Group shares in Q1 2023, an estimated $376K.
  • Freedom Investment Management first reported a position in The RMR Group in Q2 2018 and held it in 3 quarters.
  • Freedom Investment Management's The RMR Group position peaked at $376K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held The RMR Group as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.