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Freedom Investment Management’s Regal Rexnord RRX Stock Holding History

Freedom 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
2023
Q1 		– Sell
-4,563
Closed -$547K – 780
2022
Q4 		$547K Sell
4,563
-509
-10% -$66.7K 0.06% 385
2022
Q3 		$712K Sell
5,072
-139
-3% -$18.7K 0.08% 317
2022
Q2 		$592K Buy
5,211
+1,790
+52% +$228K 0.06% 394
2022
Q1 		$509K Sell
3,421
-332
-9% -$53.2K 0.05% 466
2021
Q4 		$639K Buy
3,753
+6
+0.2% +$950 0.05% 462
2021
Q3 		$556K Buy
+3,747
New +$538K 0.04% 471
2018
Q2 		– Sell
-5,996
Closed -$440K – 1096
2018
Q1 		$440K Buy
5,996
+20
+0.3% +$1.5K 0.02% 681
2017
Q4 		$458K Sell
5,976
-71
-1% -$5.52K 0.02% 669
2017
Q3 		$478K Buy
6,047
+140
+2% +$11.2K 0.03% 615
2017
Q2 		$482K Buy
5,907
+222
+4% +$17.6K 0.03% 580
2017
Q1 		$430K Buy
5,685
+924
+19% +$68.1K 0.03% 598
2016
Q4 		$330K Buy
4,761
+810
+21% +$53.6K 0.02% 648
2016
Q3 		$235K Buy
+3,951
New +$237K 0.02% 750
2016
Q2 		– Sell
-3,193
Closed -$201K – 888
2016
Q1 		$201K Buy
+3,193
New +$179K 0.01% 743
2015
Q3 		– Sell
-2,807
Closed -$204K – 722
2015
Q2 		$204K Buy
2,807
+93
+3% +$7.19K 0.02% 632
2015
Q1 		$217K Buy
+2,714
New +$203K 0.02% 570

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Freedom Investment Management sold out of Regal Rexnord (RRX) in Q1 2023, closing a stake of 4,563 shares — an estimated $547K sold.

Freedom Investment Management first reported a position in RRX in Q1 2015 and held it in 16 quarters. The position peaked at $712K in Q3 2022. 414 funds tracked by Wall St. Rank hold RRX as of Q1 2023.

  • Freedom Investment Management reported no remaining Regal Rexnord position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 4,563 Regal Rexnord shares in Q1 2023, an estimated $547K.
  • Freedom Investment Management first reported a position in Regal Rexnord in Q1 2015 and held it in 16 quarters.
  • Freedom Investment Management's Regal Rexnord position peaked at $712K in Q3 2022.
  • 414 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2023.

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