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LGT Financial Advisors’s The RMR Group RMR Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-4
Closed -$90 – 775
2024
Q2 		$90 Hold
4
– – ﹤0.01% 765
2024
Q1 		$96 Hold
4
– – ﹤0.01% 778
2023
Q4 		$113 Hold
4
– – ﹤0.01% 830
2023
Q3 		$98 Buy
+4
New +$96 ﹤0.01% 926

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

LGT Financial Advisors's RMR Position: Q3 2024 in Review

LGT Financial Advisors sold out of The RMR Group (RMR) in Q3 2024, closing a stake of 4 shares — an estimated $90 sold.

LGT Financial Advisors first reported a position in RMR in Q3 2023 and held it in 4 quarters. The position peaked at $113 in Q4 2023. 174 funds tracked by Wall St. Rank hold RMR as of Q3 2024.

  • LGT Financial Advisors reported no remaining The RMR Group position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 4 The RMR Group shares in Q3 2024, an estimated $90.
  • LGT Financial Advisors first reported a position in The RMR Group in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's The RMR Group position peaked at $113 in Q4 2023.
  • 174 funds tracked by Wall St. Rank held The RMR Group as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.