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Loring Wolcott & Coolidge Fiduciary Advisors’s Regal Rexnord RRX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q3 		– Sell
-19
Closed -$3K – 904
2021
Q2 		$3K Buy
+19
New +$2.68K ﹤0.01% 810
2017
Q4 		– Sell
-16
Closed -$1K – 854
2017
Q3 		$1K Buy
+16
New +$1.28K ﹤0.01% 736

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RRX Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Regal Rexnord (RRX) in Q3 2021, closing a stake of 19 shares — an estimated $3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RRX in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 341 funds tracked by Wall St. Rank hold RRX as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Regal Rexnord position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 19 Regal Rexnord shares in Q3 2021, an estimated $3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Regal Rexnord in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Regal Rexnord position peaked at $3K in Q2 2021.
  • 341 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.