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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 – 449
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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lloyd Advisory Services's RRX Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Regal Rexnord (RRX) in Q2 2022, closing a stake of 122 shares — an estimated $18K sold.

Lloyd Advisory Services first reported a position in RRX in Q3 2020 and held it in 7 quarters. The position peaked at $18K in Q1 2022. 410 funds tracked by Wall St. Rank hold RRX as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Regal Rexnord position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 122 Regal Rexnord shares in Q2 2022, an estimated $18K.
  • Lloyd Advisory Services first reported a position in Regal Rexnord in Q3 2020 and held it in 7 quarters.
  • Lloyd Advisory Services's Regal Rexnord position peaked at $18K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.