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Morton Brown Family Wealth’s Republic Services RSG Stock Holding History

Morton Brown Family Wealth’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$1.98K – 277
2023
Q4 		$1.98K Buy
+12
New +$1.86K ﹤0.01% 241
2023
Q2 		– Sell
-10
Closed -$1.35K – 266
2023
Q1 		$1.35K Buy
+10
New +$1.28K ﹤0.01% 235

Other funds holding RSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morton Brown Family Wealth's RSG Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Republic Services (RSG) in Q1 2024, closing a stake of 12 shares — an estimated $1.98K sold.

Morton Brown Family Wealth first reported a position in RSG in Q1 2023 and held it in 2 quarters. The position peaked at $1.98K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold RSG as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Republic Services position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 12 Republic Services shares in Q1 2024, an estimated $1.98K.
  • Morton Brown Family Wealth first reported a position in Republic Services in Q1 2023 and held it in 2 quarters.
  • Morton Brown Family Wealth's Republic Services position peaked at $1.98K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Republic Services as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.