Narwhal Capital Management’s ResMed RMD Stock Holding History

Narwhal Capital Management’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
2023 Q4	–	Sell	-12,698	Closed	-$1.88M	–	172
2023 Q3	$1.88M	Buy	12,698 +3,630	+40%	+$656K	0.23%	79
2023 Q2	$1.98M	Buy	+9,068	New	+$2.02M	0.23%	77

Other funds holding RMD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Narwhal Capital Management's RMD Position: Q4 2023 in Review

Narwhal Capital Management sold out of ResMed (RMD) in Q4 2023, closing a stake of 12,698 shares — an estimated $1.88M sold.

Narwhal Capital Management first reported a position in RMD in Q2 2023 and held it in 2 quarters. The position peaked at $1.98M in Q2 2023. 688 funds tracked by Wall St. Rank hold RMD as of Q4 2023.

Narwhal Capital Management reported no remaining ResMed position as of Q4 2023 after selling out during the quarter.
Narwhal Capital Management sold 12,698 ResMed shares in Q4 2023, an estimated $1.88M.
Narwhal Capital Management first reported a position in ResMed in Q2 2023 and held it in 2 quarters.
Narwhal Capital Management's ResMed position peaked at $1.98M in Q2 2023.
688 funds tracked by Wall St. Rank held ResMed as of Q4 2023.

Based on Narwhal Capital Management's 13F filing for Q4 2023, filed 25 Jan 2024.