OQS
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Occudo Quantitative Strategies’s Regional Management Corp RM Stock Holding History

Occudo Quantitative Strategies’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,747
Closed -$215K – 1294
2021
Q4 		$215K Hold
3,747
– – 0.02% 872
2021
Q3 		$218K Buy
+3,747
New +$207K 0.03% 834

Other funds holding RM

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Occudo Quantitative Strategies's RM Position: Q1 2022 in Review

Occudo Quantitative Strategies sold out of Regional Management Corp (RM) in Q1 2022, closing a stake of 3,747 shares — an estimated $215K sold.

Occudo Quantitative Strategies first reported a position in RM in Q3 2021 and held it in 2 quarters. The position peaked at $218K in Q3 2021. 94 funds tracked by Wall St. Rank hold RM as of Q1 2022.

  • Occudo Quantitative Strategies reported no remaining Regional Management Corp position as of Q1 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 3,747 Regional Management Corp shares in Q1 2022, an estimated $215K.
  • Occudo Quantitative Strategies first reported a position in Regional Management Corp in Q3 2021 and held it in 2 quarters.
  • Occudo Quantitative Strategies's Regional Management Corp position peaked at $218K in Q3 2021.
  • 94 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2022, filed 16 May 2022.