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Simplicity Solutions’s The RMR Group RMR Stock Holding History

Simplicity Solutions’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
2023
Q4 		$435K Buy
15,396
+234
+2% +$5.71K 0.01% 714
2023
Q3 		$372K Buy
15,162
+1,686
+13% +$40.6K 0.01% 691
2023
Q2 		$312K Buy
13,476
+2,546
+23% +$59.5K 0.01% 815
2023
Q1 		$287K Buy
10,930
+2,025
+23% +$56.7K 0.01% 871
2022
Q4 		$252K Sell
8,905
-261
-3% -$7.1K 0.03% 535
2022
Q3 		$217K Buy
+9,166
New +$250K 0.03% 575

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplicity Solutions's RMR Position: Q4 2023 in Review

Simplicity Solutions increased its The RMR Group (RMR) stake by 1.5% in Q4 2023, buying an estimated $5.71K and bringing the position to 15,396 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #714.

Simplicity Solutions first reported a position in RMR in Q3 2022 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold RMR as of Q4 2023.

  • Simplicity Solutions held 15,396 shares of The RMR Group worth $435K as of Q4 2023.
  • Simplicity Solutions bought 234 The RMR Group shares in Q4 2023, an estimated $5.71K.
  • The RMR Group made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #714 holding.
  • Simplicity Solutions first reported a position in The RMR Group in Q3 2022 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held The RMR Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.