Okabena Investment Services’s ResMed RMD Stock Holding History

Okabena Investment Services’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	-73	Closed	-$10.8K	–	137
2023 Q3	$10.8K	Sell	73 -885	-92%	-$160K	0.01%	86
2023 Q2	$209K	Hold	958	–	–	0.15%	59
2023 Q1	$210K	Sell	958 -5,282	-85%	-$1.15M	0.15%	65
2022 Q4	$1.67M	Buy	6,240 +1,362	+28%	+$299K	1.1%	29
2022 Q3	$1.06M	Hold	4,878	–	–	0.51%	55
2022 Q2	$1.02M	Buy	4,878 +190	+4%	+$40.4K	0.53%	47
2022 Q1	$1.14M	Hold	4,688	–	–	0.48%	55
2021 Q4	$1.22M	Buy	+4,688	New	+$1.22M	0.46%	53

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Okabena Investment Services's RMD Position: Q4 2023 in Review

Okabena Investment Services sold out of ResMed (RMD) in Q4 2023, closing a stake of 73 shares — an estimated $10.8K sold.

Okabena Investment Services first reported a position in RMD in Q4 2021 and held it in 8 quarters. The position peaked at $1.67M in Q4 2022. 687 funds tracked by Wall St. Rank hold RMD as of Q4 2023.

Okabena Investment Services reported no remaining ResMed position as of Q4 2023 after selling out during the quarter.
Okabena Investment Services sold 73 ResMed shares in Q4 2023, an estimated $10.8K.
Okabena Investment Services first reported a position in ResMed in Q4 2021 and held it in 8 quarters.
Okabena Investment Services's ResMed position peaked at $1.67M in Q4 2022.
687 funds tracked by Wall St. Rank held ResMed as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.