L.J. Altfest & Co’s ResMed RMD Stock Holding History

L.J. Altfest & 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
2024 Q2	–	Sell	-2,293	Closed	-$454K	–	337
2024 Q1	$454K	Buy	2,293 +147	+7%	+$26.9K	0.06%	205
2023 Q4	$369K	Buy	2,146 +37	+2%	+$5.68K	0.05%	227
2023 Q3	$312K	Buy	+2,109	New	+$381K	0.05%	235

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

L.J. Altfest & Co's RMD Position: Q2 2024 in Review

L.J. Altfest & Co sold out of ResMed (RMD) in Q2 2024, closing a stake of 2,293 shares — an estimated $454K sold.

L.J. Altfest & Co first reported a position in RMD in Q3 2023 and held it in 3 quarters. The position peaked at $454K in Q1 2024. 771 funds tracked by Wall St. Rank hold RMD as of Q2 2024.

L.J. Altfest & Co reported no remaining ResMed position as of Q2 2024 after selling out during the quarter.
L.J. Altfest & Co sold 2,293 ResMed shares in Q2 2024, an estimated $454K.
L.J. Altfest & Co first reported a position in ResMed in Q3 2023 and held it in 3 quarters.
L.J. Altfest & Co's ResMed position peaked at $454K in Q1 2024.
771 funds tracked by Wall St. Rank held ResMed as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.