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

Hillsdale 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
Q3 		– Sell
-700
Closed -$16.2K – 638
2023
Q2 		$16.2K Sell
700
-3,600
-84% -$84.1K ﹤0.01% 425
2023
Q1 		$113K Buy
4,300
+700
+19% +$19.6K 0.01% 448
2022
Q4 		$102K Buy
3,600
+300
+9% +$8.16K 0.01% 448
2022
Q3 		$78K Buy
+3,300
New +$89.9K 0.01% 445

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Hillsdale Investment Management's RMR Position: Q3 2023 in Review

Hillsdale Investment Management sold out of The RMR Group (RMR) in Q3 2023, closing a stake of 700 shares — an estimated $16.2K sold.

Hillsdale Investment Management first reported a position in RMR in Q3 2022 and held it in 4 quarters. The position peaked at $113K in Q1 2023. 179 funds tracked by Wall St. Rank hold RMR as of Q3 2023.

  • Hillsdale Investment Management reported no remaining The RMR Group position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 700 The RMR Group shares in Q3 2023, an estimated $16.2K.
  • Hillsdale Investment Management first reported a position in The RMR Group in Q3 2022 and held it in 4 quarters.
  • Hillsdale Investment Management's The RMR Group position peaked at $113K in Q1 2023.
  • 179 funds tracked by Wall St. Rank held The RMR Group as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.