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Next Financial Group’s ResMed RMD Stock Holding History

Next 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
2021
Q4 		$540K Buy
2,072
+790
+62% +$205K 0.04% 515
2021
Q3 		$338K Buy
1,282
+29
+2% +$7.93K 0.03% 619
2021
Q2 		$309K Sell
1,253
-194
-13% -$40.8K 0.02% 664
2021
Q1 		$281K Buy
1,447
+151
+12% +$30.3K 0.03% 650
2020
Q4 		$275K Sell
1,296
-70
-5% -$14K 0.03% 594
2020
Q3 		$234K Buy
1,366
+97
+8% +$17.9K 0.03% 569
2020
Q2 		$244K Sell
1,269
-213
-14% -$34.8K 0.03% 469
2020
Q1 		$218K Sell
1,482
-872
-37% -$139K 0.03% 504
2019
Q4 		$364K Sell
2,354
-258
-10% -$37.2K 0.04% 455
2019
Q3 		$353K Sell
2,612
-951
-27% -$125K 0.04% 446
2019
Q2 		$435K Buy
3,563
+314
+10% +$34.8K 0.05% 380
2019
Q1 		$337K Buy
3,249
+2,999
+1,200% +$310K 0.09% 228
2018
Q4 		$28K Hold
250
– – 0.01% 986
2018
Q3 		$29K Buy
+250
New +$27.4K 0.01% 675
2017
Q4 		– Sell
-200
Closed -$16K – 1154
2017
Q3 		$16K Buy
+200
New +$15.3K ﹤0.01% 1048
2017
Q2 		– Sell
-50
Closed -$3K – 1972
2017
Q1 		$3K Sell
50
-472
-90% -$32.6K ﹤0.01% 1638
2016
Q4 		$32K Buy
522
+3
+0.6% +$184 0.01% 1147
2016
Q3 		$34K Buy
519
+469
+938% +$31.2K 0.01% 1115
2016
Q2 		$3K Hold
50
– – ﹤0.01% 1531
2016
Q1 		$2K Hold
50
– – ﹤0.01% 1561
2015
Q4 		$2K Sell
50
-9
-15% -$507 ﹤0.01% 1612
2015
Q3 		$3K Hold
59
– – ﹤0.01% 1561
2015
Q2 		$3K Hold
59
– – ﹤0.01% 1612
2015
Q1 		$4K Hold
59
– – ﹤0.01% 1558
2014
Q4 		$3K Sell
59
-100
-63% -$5.22K ﹤0.01% 1657
2014
Q3 		$8K Buy
+159
New +$8.1K ﹤0.01% 1874

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Next Financial Group's RMD Position: Q4 2021 in Review

Next Financial Group increased its ResMed (RMD) stake by 62% in Q4 2021, buying an estimated $205K and bringing the position to 2,072 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #515.

Next Financial Group first reported a position in RMD in Q3 2014 and has held it in 26 quarters since. 723 funds tracked by Wall St. Rank hold RMD as of Q4 2021.

  • Next Financial Group held 2,072 shares of ResMed worth $540K as of Q4 2021.
  • Next Financial Group bought 790 ResMed shares in Q4 2021, an estimated $205K.
  • ResMed made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #515 holding.
  • Next Financial Group first reported a position in ResMed in Q3 2014 and has held it in 26 quarters since.
  • 723 funds tracked by Wall St. Rank held ResMed as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.