MFG
RMD icon

Monte Financial Group’s ResMed RMD Stock Holding History

Monte Financial Group’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
2020
Q1 		– Sell
-2,383
Closed -$369K – 74
2019
Q4 		$369K Sell
2,383
-551
-19% -$79.4K 0.27% 59
2019
Q3 		$396K Sell
2,934
-851
-22% -$111K 0.32% 58
2019
Q2 		$462K Buy
3,785
+128
+4% +$14.2K 0.39% 51
2019
Q1 		$380K Sell
3,657
-219
-6% -$22.6K 0.33% 51
2018
Q4 		$441K Sell
3,876
-68
-2% -$7.29K 0.47% 40
2018
Q3 		$455K Sell
3,944
-49
-1% -$5.37K 0.43% 43
2018
Q2 		$414K Sell
3,993
-487
-11% -$49.3K 0.42% 43
2018
Q1 		$441K Sell
4,480
-133
-3% -$12.6K 0.46% 42
2017
Q4 		$391K Buy
+4,613
New +$381K 0.4% 44

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Monte Financial Group's RMD Position: Q1 2020 in Review

Monte Financial Group sold out of ResMed (RMD) in Q1 2020, closing a stake of 2,383 shares — an estimated $369K sold.

Monte Financial Group first reported a position in RMD in Q4 2017 and held it in 9 quarters. The position peaked at $462K in Q2 2019. 584 funds tracked by Wall St. Rank hold RMD as of Q1 2020.

  • Monte Financial Group reported no remaining ResMed position as of Q1 2020 after selling out during the quarter.
  • Monte Financial Group sold 2,383 ResMed shares in Q1 2020, an estimated $369K.
  • Monte Financial Group first reported a position in ResMed in Q4 2017 and held it in 9 quarters.
  • Monte Financial Group's ResMed position peaked at $462K in Q2 2019.
  • 584 funds tracked by Wall St. Rank held ResMed as of Q1 2020.

Based on Monte Financial Group's 13F filing for Q1 2020, filed 28 Apr 2020.