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Householder Group Estate & Retirement Specialist’s The RMR Group RMR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$32K Sell
1,557
-10
-0.6% -$232 0.02% 244
2024
Q3 		$39K Buy
1,567
+9
+0.6% +$222 0.01% 534
2024
Q2 		$35K Buy
1,558
+18
+1% +$421 0.01% 554
2024
Q1 		$37K Buy
1,540
+15
+1% +$376 0.01% 538
2023
Q4 		$43K Sell
1,525
-7
-0.5% -$171 0.01% 490
2023
Q3 		$37.6K Buy
+1,532
New +$36.9K 0.01% 504
2023
Q1 		$39K Buy
1,493
+37
+3% +$1.04K 0.02% 492
2022
Q4 		$41K Sell
1,456
-59
-4% -$1.6K 0.06% 123
2022
Q3 		$35K Buy
+1,515
New +$41.3K 0.01% 463

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 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

Householder Group Estate & Retirement Specialist's RMR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its The RMR Group (RMR) stake by 0.64% in Q4 2024, selling an estimated $232 and leaving 1,557 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #244.

Householder Group Estate & Retirement Specialist first reported a position in RMR in Q3 2022 and has held it in 9 quarters since. The position peaked at $43K in Q4 2023. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,557 shares of The RMR Group worth $32K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 10 The RMR Group shares in Q4 2024, an estimated $232.
  • The RMR Group made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #244 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in The RMR Group in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's The RMR Group position peaked at $43K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.