RIM
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Rockbridge Investment Management’s Rithm Capital RITM Stock Holding History

Rockbridge Investment Management’s Portfolio RITM Stock Details RITM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-497
Closed -$5.31K – 511
2023
Q4 		$5.31K Buy
+497
New +$4.95K ﹤0.01% 466
2022
Q3 		– Sell
-497
Closed -$4.63K – 485
2022
Q2 		$4.63K Hold
497
– – ﹤0.01% 471
2022
Q1 		$5.39K Hold
497
– – ﹤0.01% 612
2021
Q4 		$5K Hold
497
– – ﹤0.01% 663
2021
Q3 		$5K Hold
497
– – ﹤0.01% 617
2021
Q2 		$5K Hold
497
– – ﹤0.01% 612
2021
Q1 		$6K Hold
497
– – ﹤0.01% 564
2020
Q4 		$5K Hold
497
– – ﹤0.01% 573
2020
Q3 		$4K Hold
497
– – ﹤0.01% 544
2020
Q2 		$4K Buy
+497
New +$3.22K ﹤0.01% 519

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State Street
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SOMRS
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Geode Capital Management
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LSV Asset Management
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Norges Bank
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return