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MBA Advisors’s ResMed RMD Stock Holding History

MBA Advisors’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-977
Closed -$239K – 136
2024
Q3 		$239K Sell
977
-85
-8% -$19K 0.11% 117
2024
Q2 		$203K Hold
1,062
– – 0.1% 126
2024
Q1 		$210K Buy
+1,062
New +$195K 0.11% 124
2023
Q3 		– Sell
-1,062
Closed -$232K – 119
2023
Q2 		$232K Hold
1,062
– – 0.14% 111
2023
Q1 		$233K Hold
1,062
– – 0.14% 112
2022
Q4 		$221K Hold
1,062
– – 0.14% 115
2022
Q3 		$232K Hold
1,062
– – 0.17% 109
2022
Q2 		$223K Sell
1,062
-75
-7% -$16K 0.15% 120
2022
Q1 		$276K Sell
1,137
-150
-12% -$36.3K 0.17% 122
2021
Q4 		$335K Buy
1,287
+297
+30% +$77.1K 0.21% 108
2021
Q3 		$261K Hold
990
– – 0.19% 113
2021
Q2 		$244 Buy
+990
New +$208K 0.11% 119

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MBA Advisors's RMD Position: Q4 2024 in Review

MBA Advisors sold out of ResMed (RMD) in Q4 2024, closing a stake of 977 shares — an estimated $239K sold.

MBA Advisors first reported a position in RMD in Q2 2021 and held it in 12 quarters. The position peaked at $335K in Q4 2021. 871 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

  • MBA Advisors reported no remaining ResMed position as of Q4 2024 after selling out during the quarter.
  • MBA Advisors sold 977 ResMed shares in Q4 2024, an estimated $239K.
  • MBA Advisors first reported a position in ResMed in Q2 2021 and held it in 12 quarters.
  • MBA Advisors's ResMed position peaked at $335K in Q4 2021.
  • 871 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on MBA Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.