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Harbor Investment Advisory’s The RMR Group RMR Stock Holding History

Harbor Investment Advisory’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
-49
Closed -$1.38K – 1365
2022
Q4 		$1.38K Hold
49
– – ﹤0.01% 1229
2022
Q3 		$1K Hold
49
– – ﹤0.01% 1299
2022
Q2 		$1K Buy
+49
New +$1.41K ﹤0.01% 1310

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

Harbor Investment Advisory's RMR Position: Q1 2023 in Review

Harbor Investment Advisory sold out of The RMR Group (RMR) in Q1 2023, closing a stake of 49 shares — an estimated $1.38K sold.

Harbor Investment Advisory first reported a position in RMR in Q2 2022 and held it in 3 quarters. The position peaked at $1.38K in Q4 2022. 193 funds tracked by Wall St. Rank hold RMR as of Q1 2023.

  • Harbor Investment Advisory reported no remaining The RMR Group position as of Q1 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 49 The RMR Group shares in Q1 2023, an estimated $1.38K.
  • Harbor Investment Advisory first reported a position in The RMR Group in Q2 2022 and held it in 3 quarters.
  • Harbor Investment Advisory's The RMR Group position peaked at $1.38K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held The RMR Group as of Q1 2023.

Based on Harbor Investment Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.