Pathstone Family Office’s ResMed RMD Stock Holding History

Pathstone Family Office’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 Q3	$988K	Buy	6,686 +2,186	+49%	+$395K	0.01%	711
2023 Q2	$1.11M	Buy	4,500 +1,551	+53%	+$346K	0.02%	449
2023 Q1	$611K	Sell	2,949 -6,736	-70%	-$1.46M	0.01%	606
2022 Q4	$1.04M	Buy	9,685 +4,935	+104%	+$1.08M	0.02%	452
2022 Q3	$1.04M	Buy	4,750 +3,479	+274%	+$792K	0.02%	388
2022 Q2	$266K	Buy	1,271 +718	+130%	+$153K	0.01%	850
2022 Q1	$490K	Buy	+553	New	+$134K	0.01%	557
2021 Q1	–	Sell	-252	Closed	-$53K	–	1203
2020 Q4	$53K	Buy	+252	New	+$50.2K	﹤0.01%	509
2018 Q2	–	Sell	-21	Closed	-$2K	–	296
2018 Q1	$2K	Buy	+21	New	+$1.98K	﹤0.01%	336

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pathstone Family Office's RMD Position: Q3 2023 in Review

Pathstone Family Office increased its ResMed (RMD) stake by 49% in Q3 2023, buying an estimated $395K and bringing the position to 6,686 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #711.

Pathstone Family Office first reported a position in RMD in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2023. 658 funds tracked by Wall St. Rank hold RMD as of Q3 2023.

Pathstone Family Office held 6,686 shares of ResMed worth $988K as of Q3 2023.
Pathstone Family Office bought 2,186 ResMed shares in Q3 2023, an estimated $395K.
ResMed made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #711 holding.
Pathstone Family Office first reported a position in ResMed in Q1 2018 and has held it in 9 quarters since.
Pathstone Family Office's ResMed position peaked at $1.11M in Q2 2023.
658 funds tracked by Wall St. Rank held ResMed as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.