Prelude Capital Management’s Regional Management Corp RM Stock Holding History

Prelude Capital Management’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
2020 Q4	–	Sell	-83,832	Closed	-$1.4M	–	1873
2020 Q3	$1.4M	Sell	83,832 -907	-1%	-$15.6K	0.07%	217
2020 Q2	$1.5M	Buy	+84,739	New	+$1.32M	0.08%	219
2019 Q2	–	Sell	-26,840	Closed	-$655K	–	2075
2019 Q1	$655K	Buy	26,840 +5,451	+25%	+$145K	0.04%	429
2018 Q4	$514K	Buy	21,389 +21,172	+9,757%	+$575K	0.03%	461
2018 Q3	$6K	Buy	+217	New	+$7.22K	﹤0.01%	1616
2017 Q3	–	Sell	-29,621	Closed	-$700K	–	1863
2017 Q2	$700K	Buy	+29,621	New	+$622K	0.07%	268
2016 Q4	–	Sell	-6,517	Closed	-$141K	–	1747
2016 Q3	$141K	Buy	+6,517	New	+$127K	0.01%	689
2015 Q4	–	Sell	-3,200	Closed	-$50K	–	1646
2015 Q3	$50K	Buy	3,200 +939	+42%	+$15.9K	0.01%	1063
2015 Q2	$40K	Buy	+2,261	New	+$37.8K	0.01%	1216

Other funds holding RM

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prelude Capital Management's RM Position: Q4 2020 in Review

Prelude Capital Management sold out of Regional Management Corp (RM) in Q4 2020, closing a stake of 83,832 shares — an estimated $1.4M sold.

Prelude Capital Management first reported a position in RM in Q2 2015 and held it in 9 quarters. The position peaked at $1.5M in Q2 2020. 78 funds tracked by Wall St. Rank hold RM as of Q4 2020.

Prelude Capital Management reported no remaining Regional Management Corp position as of Q4 2020 after selling out during the quarter.
Prelude Capital Management sold 83,832 Regional Management Corp shares in Q4 2020, an estimated $1.4M.
Prelude Capital Management first reported a position in Regional Management Corp in Q2 2015 and held it in 9 quarters.
Prelude Capital Management's Regional Management Corp position peaked at $1.5M in Q2 2020.
78 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.