Harvey Partners’s Regal Rexnord RRX Stock Holding History

Harvey Partners’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
2024 Q1	–	Sell	-21,394	Closed	-$3.17M	–	45
2023 Q4	$3.17M	Buy	+21,394	New	+$2.7M	0.36%	39

Other funds holding RRX

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harvey Partners's RRX Position: Q1 2024 in Review

Harvey Partners sold out of Regal Rexnord (RRX) in Q1 2024, closing a stake of 21,394 shares — an estimated $3.17M sold.

Harvey Partners first reported a position in RRX in Q4 2023 and held it in 1 quarter. The position peaked at $3.17M in Q4 2023. 436 funds tracked by Wall St. Rank hold RRX as of Q1 2024.

Harvey Partners reported no remaining Regal Rexnord position as of Q1 2024 after selling out during the quarter.
Harvey Partners sold 21,394 Regal Rexnord shares in Q1 2024, an estimated $3.17M.
Harvey Partners first reported a position in Regal Rexnord in Q4 2023 and held it in 1 quarter.
Harvey Partners's Regal Rexnord position peaked at $3.17M in Q4 2023.
436 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2024.

Based on Harvey Partners's 13F filing for Q1 2024, filed 15 May 2024.