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Lee Financial’s The RMR Group RMR Stock Holding History

Lee Financial’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
-100
Closed -$2.82K – 670
2023
Q4 		$2.82K Buy
+100
New +$2.44K ﹤0.01% 675
2023
Q2 		– Sell
-66
Closed -$1.73K – 825
2023
Q1 		$1.73K Buy
+66
New +$1.85K ﹤0.01% 701

Other funds holding RMR

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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

Lee Financial's RMR Position: Q1 2024 in Review

Lee Financial sold out of The RMR Group (RMR) in Q1 2024, closing a stake of 100 shares — an estimated $2.82K sold.

Lee Financial first reported a position in RMR in Q1 2023 and held it in 2 quarters. The position peaked at $2.82K in Q4 2023. 184 funds tracked by Wall St. Rank hold RMR as of Q1 2024.

  • Lee Financial reported no remaining The RMR Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 100 The RMR Group shares in Q1 2024, an estimated $2.82K.
  • Lee Financial first reported a position in The RMR Group in Q1 2023 and held it in 2 quarters.
  • Lee Financial's The RMR Group position peaked at $2.82K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held The RMR Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.