Hirtle Callaghan & Co’s ResMed RMD Stock Holding History

Hirtle Callaghan & Co’s Portfolio RMD Stock Details RMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,204	Closed	-$1.08M	–	100
2022 Q4	$1.08M	Sell	5,204 -407	-7%	-$89.4K	0.07%	68
2022 Q3	$1.23M	Buy	5,611 +3,267	+139%	+$744K	0.09%	64
2022 Q2	$491K	Buy	2,344 +848	+57%	+$181K	0.03%	82
2022 Q1	$363K	Buy	1,496 +430	+40%	+$104K	0.02%	101
2021 Q4	$278K	Buy	+1,066	New	+$277K	0.01%	79
2019 Q1	–	Sell	-6,900	Closed	-$786K	–	122
2018 Q4	$786K	Hold	6,900	–	–	0.07%	40
2018 Q3	$796K	Hold	6,900	–	–	0.07%	45
2018 Q2	$715K	Hold	6,900	–	–	0.07%	45
2018 Q1	$679K	Hold	6,900	–	–	0.06%	49
2017 Q4	$584K	Hold	6,900	–	–	0.05%	54
2017 Q3	$531K	Buy	+6,900	New	+$528K	0.05%	56
2016 Q4	–	Sell	-6,900	Closed	-$447K	–	194
2016 Q3	$447K	Hold	6,900	–	–	0.09%	58
2016 Q2	$436K	Hold	6,900	–	–	0.08%	55
2016 Q1	$399K	Buy	+6,900	New	+$391K	0.07%	55
2015 Q1	–	Sell	-7,700	Closed	-$432K	–	292
2014 Q4	$432K	Hold	7,700	–	–	0.1%	122
2014 Q3	$379K	Hold	7,700	–	–	0.06%	134
2014 Q2	$390K	Hold	7,700	–	–	0.05%	167
2014 Q1	$344K	Hold	7,700	–	–	0.06%	169
2013 Q4	$363K	Buy	7,700 +800	+12%	+$40.5K	0.05%	170
2013 Q3	$364K	Buy	+6,900	New	+$335K	0.06%	165

Other funds holding RMD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hirtle Callaghan & Co's RMD Position: Q1 2023 in Review

Hirtle Callaghan & Co sold out of ResMed (RMD) in Q1 2023, closing a stake of 5,204 shares — an estimated $1.08M sold.

Hirtle Callaghan & Co first reported a position in RMD in Q3 2013 and held it in 20 quarters. The position peaked at $1.23M in Q3 2022. 676 funds tracked by Wall St. Rank hold RMD as of Q1 2023.

Hirtle Callaghan & Co reported no remaining ResMed position as of Q1 2023 after selling out during the quarter.
Hirtle Callaghan & Co sold 5,204 ResMed shares in Q1 2023, an estimated $1.08M.
Hirtle Callaghan & Co first reported a position in ResMed in Q3 2013 and held it in 20 quarters.
Hirtle Callaghan & Co's ResMed position peaked at $1.23M in Q3 2022.
676 funds tracked by Wall St. Rank held ResMed as of Q1 2023.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2023, filed 11 May 2023.