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Lloyd Advisory Services’s Regal Rexnord RRX Stock Holding History

Lloyd Advisory Services’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-122
Closed -$18K – 469
2022
Q1 		$18K Buy
122
+67
+122% +$10.7K 0.01% 361
2021
Q4 		$9K Hold
55
– – ﹤0.01% 325
2021
Q3 		$8K Hold
55
– – ﹤0.01% 298
2021
Q2 		$7K Hold
55
– – ﹤0.01% 308
2021
Q1 		$8K Sell
55
-18
-25% -$2.47K ﹤0.01% 253
2020
Q4 		$9K Hold
73
– – ﹤0.01% 208
2020
Q3 		$7K Buy
+73
New +$6.92K ﹤0.01% 205

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return