Ironwood Financial’s The RMR Group RMR Stock Holding History

Ironwood Financial’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
2021 Q4	–	Sell	-1	Closed	–	–	446
2021 Q3	$0	Hold	1	–	–	﹤0.01%	593
2021 Q2	$0	Hold	1	–	–	﹤0.01%	579
2021 Q1	$0	Hold	1	–	–	﹤0.01%	562
2020 Q4	$0	Hold	1	–	–	﹤0.01%	500
2020 Q3	$0	Hold	1	–	–	﹤0.01%	450
2020 Q2	$0	Hold	1	–	–	﹤0.01%	425
2020 Q1	$0	Hold	1	–	–	﹤0.01%	392
2019 Q4	$0	Hold	1	–	–	﹤0.01%	392
2019 Q3	$0	Hold	1	–	–	﹤0.01%	397
2019 Q2	$0	Hold	1	–	–	﹤0.01%	389
2019 Q1	$0	Hold	1	–	–	﹤0.01%	385
2018 Q4	$0	Hold	1	–	–	﹤0.01%	388
2018 Q3	$0	Hold	1	–	–	﹤0.01%	374
2018 Q2	$0	Hold	1	–	–	﹤0.01%	292
2018 Q1	$0	Hold	1	–	–	﹤0.01%	267
2017 Q4	$0	Hold	1	–	–	﹤0.01%	271
2017 Q3	$0	Hold	1	–	–	﹤0.01%	277
2017 Q2	$0	Hold	1	–	–	﹤0.01%	276
2017 Q1	$0	Hold	1	–	–	﹤0.01%	278
2016 Q4	$0	Hold	1	–	–	﹤0.01%	280
2016 Q3	$0	Hold	1	–	–	﹤0.01%	277
2016 Q2	$0	Hold	1	–	–	﹤0.01%	287
2016 Q1	$0	Buy	+1	New	+$22	﹤0.01%	288

Other funds holding RMR

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

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

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

Ironwood Financial's RMR Position: Q4 2021 in Review

Ironwood Financial sold out of The RMR Group (RMR) in Q4 2021, closing a stake of 1 share.

Ironwood Financial first reported a position in RMR in Q1 2016 and held it in 23 quarters. The position peaked at $0 in Q3 2021. 190 funds tracked by Wall St. Rank hold RMR as of Q4 2021.

Ironwood Financial reported no remaining The RMR Group position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 1 The RMR Group share in Q4 2021.
Ironwood Financial first reported a position in The RMR Group in Q1 2016 and held it in 23 quarters.
Ironwood Financial's The RMR Group position peaked at $0 in Q3 2021.
190 funds tracked by Wall St. Rank held The RMR Group as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.