JPLA
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Joseph P. Lucia & Associates’s The RMR Group RMR Stock Holding History

Joseph P. Lucia & Associates’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 – – 461
2021
Q3 		$0 Hold
1
– – ﹤0.01% 616
2021
Q2 		$0 Hold
1
– – ﹤0.01% 615
2021
Q1 		$0 Hold
1
– – ﹤0.01% 611
2020
Q4 		$0 Buy
+1
New +$33 ﹤0.01% 499
2020
Q3 		– Sell
-1
Closed – – 378
2020
Q2 		$0 Hold
1
– – ﹤0.01% 499
2020
Q1 		$0 Hold
1
– – ﹤0.01% 491
2019
Q4 		$0 Hold
1
– – ﹤0.01% 477
2019
Q3 		$0 Hold
1
– – ﹤0.01% 473
2019
Q2 		$0 Sell
1
-61
-98% -$3.29K ﹤0.01% 464
2019
Q1 		$1 Buy
+62
New +$4.08K ﹤0.01% 349

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joseph P. Lucia & Associates's RMR Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of The RMR Group (RMR) in Q4 2021, closing a stake of 1 share.

Joseph P. Lucia & Associates first reported a position in RMR in Q1 2019 and held it in 10 quarters. The position peaked at $1 in Q1 2019. 190 funds tracked by Wall St. Rank hold RMR as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining The RMR Group position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1 The RMR Group share in Q4 2021.
  • Joseph P. Lucia & Associates first reported a position in The RMR Group in Q1 2019 and held it in 10 quarters.
  • Joseph P. Lucia & Associates's The RMR Group position peaked at $1 in Q1 2019.
  • 190 funds tracked by Wall St. Rank held The RMR Group as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.