Osaic Holdings

Osaic Holdings’s TORM TRMD Stock Holding History

Osaic Holdings’s Portfolio TRMD Stock Details TRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$149K	Buy	5,357 +811	+18%	+$20.6K	﹤0.01%	4385
2025 Q4	$89K	Buy	4,546 +12	+0.3%	+$253	﹤0.01%	4811
2025 Q3	$98.1K	Buy	4,534 +1,490	+49%	+$30K	﹤0.01%	4801
2025 Q2	$50.7K	Buy	3,044 +192	+7%	+$3.21K	﹤0.01%	5043
2025 Q1	$47K	Sell	2,852 -5,122	-64%	-$99.1K	﹤0.01%	4761
2024 Q4	$155K	Buy	7,974 +831	+12%	+$20.3K	﹤0.01%	3824
2024 Q3	$244K	Buy	7,143 +562	+9%	+$20.6K	﹤0.01%	3494
2024 Q2	$255K	Sell	6,581 -2,170	-25%	-$77.7K	﹤0.01%	3341
2024 Q1	$306K	Sell	8,751 -8,922	-50%	-$303K	﹤0.01%	3325
2023 Q4	$537K	Sell	17,673 -1,345	-7%	-$39.7K	﹤0.01%	3107
2023 Q3	$523K	Sell	19,018 -10,245	-35%	-$260K	﹤0.01%	3206
2023 Q2	$707K	Buy	29,263 +22,954	+364%	+$639K	﹤0.01%	2835
2023 Q1	$196K	Buy	6,309 +3,904	+162%	+$119K	﹤0.01%	3881
2022 Q4	$71K	Buy	2,405 +889	+59%	+$24K	﹤0.01%	4687
2022 Q3	$31K	Buy	1,516 +1,515	+151,500%	+$27.2K	﹤0.01%	5282
2022 Q2	$0	Buy	+1	New	+$12	﹤0.01%	7597

Other funds holding TRMD

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM