Lake Street Advisors Group’s ResMed RMD Stock Holding History

Lake Street Advisors Group’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 Q4	$1.41M	Buy	6,163 +38	+0.6%	+$9.15K	0.07%	184
2024 Q3	$1.5M	Buy	6,125 +533	+10%	+$119K	0.07%	162
2024 Q2	$1.07M	Buy	5,592 +4,518	+421%	+$917K	0.05%	204
2024 Q1	$213K	Buy	+1,074	New	+$197K	0.01%	541
2021 Q3	–	Sell	-6,320	Closed	-$1.74M	–	382
2021 Q2	$1.74M	Buy	6,320 +28	+0.4%	+$5.89K	0.13%	75
2021 Q1	$1.22M	Sell	6,292 -598	-9%	-$120K	0.1%	90
2020 Q4	$1.47M	Sell	6,890 -1,070	-13%	-$213K	0.12%	73
2020 Q3	$1.36M	Buy	7,960 +509	+7%	+$94K	0.13%	70
2020 Q2	$1.43M	Buy	+7,451	New	+$1.22M	0.15%	65

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 $609B AUM 40.19% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lake Street Advisors Group's RMD Position: Q4 2024 in Review

Lake Street Advisors Group increased its ResMed (RMD) stake by 0.62% in Q4 2024, buying an estimated $9.15K and bringing the position to 6,163 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #184.

Lake Street Advisors Group first reported a position in RMD in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.74M in Q2 2021. 872 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

Lake Street Advisors Group held 6,163 shares of ResMed worth $1.41M as of Q4 2024.
Lake Street Advisors Group bought 38 ResMed shares in Q4 2024, an estimated $9.15K.
ResMed made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #184 holding.
Lake Street Advisors Group first reported a position in ResMed in Q2 2020 and has held it in 9 quarters since.
Lake Street Advisors Group's ResMed position peaked at $1.74M in Q2 2021.
872 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.