Sachetta’s The RMR Group RMR Stock Holding History

Sachetta’s Portfolio RMR Stock Details RMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$51	–	1269
2024 Q3	$51	Sell	2 -41	-95%	-$1.01K	﹤0.01%	1203
2024 Q2	$1.11K	Hold	43	–	–	﹤0.01%	1029
2024 Q1	$1.22K	Hold	43	–	–	﹤0.01%	866
2023 Q4	$1.22K	Buy	+43	New	+$1.05K	﹤0.01%	866

Other funds holding RMR

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Sachetta's RMR Position: Q4 2024 in Review

Sachetta sold out of The RMR Group (RMR) in Q4 2024, closing a stake of 2 shares — an estimated $51 sold.

Sachetta first reported a position in RMR in Q4 2023 and held it in 4 quarters. The position peaked at $1.22K in Q1 2024. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2024.

Sachetta reported no remaining The RMR Group position as of Q4 2024 after selling out during the quarter.
Sachetta sold 2 The RMR Group shares in Q4 2024, an estimated $51.
Sachetta first reported a position in The RMR Group in Q4 2023 and held it in 4 quarters.
Sachetta's The RMR Group position peaked at $1.22K in Q1 2024.
168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.