Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Regional Management Corp RM Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,606
Closed -$232K – 665
2023
Q2 		$232K Buy
+7,606
New +$209K ﹤0.01% 627
2023
Q1 		– Sell
-9,406
Closed -$264K – 756
2022
Q4 		$264K Sell
9,406
-900
-9% -$26.5K ﹤0.01% 648
2022
Q3 		$289K Sell
10,306
-9,394
-48% -$341K ﹤0.01% 635
2022
Q2 		$736K Hold
19,700
– – ﹤0.01% 557
2022
Q1 		$957K Hold
19,700
– – ﹤0.01% 535
2021
Q4 		$1.13M Buy
19,700
+3,500
+22% +$200K 0.01% 530
2021
Q3 		$943K Buy
16,200
+11,700
+260% +$645K ﹤0.01% 533
2021
Q2 		$209K Buy
+4,500
New +$195K ﹤0.01% 694
2020
Q2 		– Sell
-32,200
Closed -$440K – 822
2020
Q1 		$440K Buy
+32,200
New +$793K ﹤0.01% 614
2019
Q4 		– Sell
-9,700
Closed -$273K – 753
2019
Q3 		$273K Buy
+9,700
New +$259K ﹤0.01% 682
2018
Q3 		– Sell
-9,403
Closed -$329K – 578
2018
Q2 		$329K Sell
9,403
-16,809
-64% -$588K ﹤0.01% 500
2018
Q1 		$835K Hold
26,212
– – 0.01% 392
2017
Q4 		$690K Hold
26,212
– – ﹤0.01% 407
2017
Q3 		$635K Hold
26,212
– – ﹤0.01% 405
2017
Q2 		$619K Hold
26,212
– – ﹤0.01% 397
2017
Q1 		$509K Sell
26,212
-4,555
-15% -$102K ﹤0.01% 395
2016
Q4 		$809K Sell
30,767
-4,382
-12% -$104K ﹤0.01% 385
2016
Q3 		$761K Sell
35,149
-11,163
-24% -$217K ﹤0.01% 372
2016
Q2 		$679K Buy
46,312
+26,712
+136% +$438K ﹤0.01% 443
2016
Q1 		$335K Buy
+19,600
New +$286K ﹤0.01% 500

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s RM Position: Q3 2023 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Regional Management Corp (RM) in Q3 2023, closing a stake of 7,606 shares — an estimated $232K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in RM in Q1 2016 and held it in 20 quarters. The position peaked at $1.13M in Q4 2021. 83 funds tracked by Wall St. Rank hold RM as of Q3 2023.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Regional Management Corp position as of Q3 2023 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 7,606 Regional Management Corp shares in Q3 2023, an estimated $232K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Regional Management Corp in Q1 2016 and held it in 20 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Regional Management Corp position peaked at $1.13M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2023.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q3 2023, filed 13 Nov 2023.