LC
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Lindbrook Capital’s Regional Management Corp RM Stock Holding History

Lindbrook Capital’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7
Closed – – 2981
2022
Q3 		$0 Buy
+7
New +$254 ﹤0.01% 2868
2022
Q1 		– Sell
-19
Closed -$1K – 2596
2021
Q4 		$1K Hold
19
– – ﹤0.01% 1982
2021
Q3 		$1K Hold
19
– – ﹤0.01% 1768
2021
Q2 		$1K Buy
+19
New +$823 ﹤0.01% 1813

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 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

Lindbrook Capital's RM Position: Q4 2022 in Review

Lindbrook Capital sold out of Regional Management Corp (RM) in Q4 2022, closing a stake of 7 shares.

Lindbrook Capital first reported a position in RM in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 75 funds tracked by Wall St. Rank hold RM as of Q4 2022.

  • Lindbrook Capital reported no remaining Regional Management Corp position as of Q4 2022 after selling out during the quarter.
  • Lindbrook Capital sold 7 Regional Management Corp shares in Q4 2022.
  • Lindbrook Capital first reported a position in Regional Management Corp in Q2 2021 and held it in 4 quarters.
  • Lindbrook Capital's Regional Management Corp position peaked at $1K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2022.

Based on Lindbrook Capital's 13F filing for Q4 2022, filed 25 Jan 2023.