Lebenthal Global Advisors’s ResMed RMD Stock Holding History

Lebenthal Global Advisors’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	–	Sell	-941	Closed	-$230K	–	209
2024 Q3	$230K	Buy	+941	New	+$210K	0.05%	171
2021 Q1	–	Sell	-100	Closed	-$21K	–	457
2020 Q4	$21K	Buy	+100	New	+$19.9K	0.01%	368

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

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

Lebenthal Global Advisors's RMD Position: Q4 2024 in Review

Lebenthal Global Advisors sold out of ResMed (RMD) in Q4 2024, closing a stake of 941 shares — an estimated $230K sold.

Lebenthal Global Advisors first reported a position in RMD in Q4 2020 and held it in 2 quarters. The position peaked at $230K in Q3 2024. 871 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

Lebenthal Global Advisors reported no remaining ResMed position as of Q4 2024 after selling out during the quarter.
Lebenthal Global Advisors sold 941 ResMed shares in Q4 2024, an estimated $230K.
Lebenthal Global Advisors first reported a position in ResMed in Q4 2020 and held it in 2 quarters.
Lebenthal Global Advisors's ResMed position peaked at $230K in Q3 2024.
871 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on Lebenthal Global Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.