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Lee Financial’s ResMed RMD Stock Holding History

Lee Financial’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
2023
Q1 		– Sell
-11
Closed -$2.29K – 934
2022
Q4 		$2.29K Buy
11
+9
+450% +$1.98K ﹤0.01% 665
2022
Q3 		$0 Hold
2
– – ﹤0.01% 985
2022
Q2 		$0 Sell
2
-15
-88% -$3.19K ﹤0.01% 975
2022
Q1 		$4K Hold
17
– – ﹤0.01% 544
2021
Q4 		$4K Sell
17
-1
-6% -$259 ﹤0.01% 639
2021
Q3 		$5K Hold
18
– – ﹤0.01% 496
2021
Q2 		$4K Buy
+18
New +$3.78K ﹤0.01% 486

Other funds holding RMD

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's RMD Position: Q1 2023 in Review

Lee Financial sold out of ResMed (RMD) in Q1 2023, closing a stake of 11 shares — an estimated $2.29K sold.

Lee Financial first reported a position in RMD in Q2 2021 and held it in 7 quarters. The position peaked at $5K in Q3 2021. 676 funds tracked by Wall St. Rank hold RMD as of Q1 2023.

  • Lee Financial reported no remaining ResMed position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 11 ResMed shares in Q1 2023, an estimated $2.29K.
  • Lee Financial first reported a position in ResMed in Q2 2021 and held it in 7 quarters.
  • Lee Financial's ResMed position peaked at $5K in Q3 2021.
  • 676 funds tracked by Wall St. Rank held ResMed as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.