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

Other funds holding RITM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Rockbridge Investment Management's RITM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Rithm Capital (RITM) in Q1 2024, closing a stake of 497 shares — an estimated $5.31K sold.

Rockbridge Investment Management first reported a position in RITM in Q2 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2021. 445 funds tracked by Wall St. Rank hold RITM as of Q1 2024.

Rockbridge Investment Management reported no remaining Rithm Capital position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 497 Rithm Capital shares in Q1 2024, an estimated $5.31K.
Rockbridge Investment Management first reported a position in Rithm Capital in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Rithm Capital position peaked at $6K in Q1 2021.
445 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.