Matthew Hamilton Rosenberg’s Regal Rexnord RRX Stock Holding History

Matthew Hamilton Rosenberg’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
2024 Q4	–	Sell	-4	Closed	-$664	–	852
2024 Q3	$664	Hold	4	–	–	﹤0.01%	793
2024 Q2	$529	Hold	4	–	–	﹤0.01%	761
2024 Q1	$704	Hold	4	–	–	﹤0.01%	790
2023 Q4	$592	Hold	4	–	–	﹤0.01%	814
2023 Q3	$572	Hold	4	–	–	﹤0.01%	814
2023 Q2	$616	Hold	4	–	–	﹤0.01%	820
2023 Q1	$563	Hold	4	–	–	﹤0.01%	871
2022 Q4	$480	Buy	+4	New	+$524	﹤0.01%	872

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's RRX Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Regal Rexnord (RRX) in Q4 2024, closing a stake of 4 shares — an estimated $664 sold.

Matthew Hamilton Rosenberg first reported a position in RRX in Q4 2022 and held it in 8 quarters. The position peaked at $704 in Q1 2024. 440 funds tracked by Wall St. Rank hold RRX as of Q4 2024.

Matthew Hamilton Rosenberg reported no remaining Regal Rexnord position as of Q4 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 4 Regal Rexnord shares in Q4 2024, an estimated $664.
Matthew Hamilton Rosenberg first reported a position in Regal Rexnord in Q4 2022 and held it in 8 quarters.
Matthew Hamilton Rosenberg's Regal Rexnord position peaked at $704 in Q1 2024.
440 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.