JT Stratford LLC’s The RMR Group RMR Stock Holding History

JT Stratford LLC’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 Q1	–	Sell	-32,335	Closed	-$913K	–	278
2023 Q4	$913K	Buy	+32,335	New	+$790K	0.21%	120

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

JT Stratford LLC's RMR Position: Q1 2024 in Review

JT Stratford LLC sold out of The RMR Group (RMR) in Q1 2024, closing a stake of 32,335 shares — an estimated $913K sold.

JT Stratford LLC first reported a position in RMR in Q4 2023 and held it in 1 quarter. The position peaked at $913K in Q4 2023. 184 funds tracked by Wall St. Rank hold RMR as of Q1 2024.

JT Stratford LLC reported no remaining The RMR Group position as of Q1 2024 after selling out during the quarter.
JT Stratford LLC sold 32,335 The RMR Group shares in Q1 2024, an estimated $913K.
JT Stratford LLC first reported a position in The RMR Group in Q4 2023 and held it in 1 quarter.
JT Stratford LLC's The RMR Group position peaked at $913K in Q4 2023.
184 funds tracked by Wall St. Rank held The RMR Group as of Q1 2024.

Based on JT Stratford LLC's 13F filing for Q1 2024, filed 14 May 2024.