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Sowell Financial Services’s The RMR Group RMR Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-2
Closed – – 3271
2020
Q4 		$0 Buy
+2
New +$66 ﹤0.01% 2828
2020
Q1 		– Sell
-2
Closed – – 2648
2019
Q4 		$0 Hold
2
– – ﹤0.01% 2632
2019
Q3 		$0 Buy
+2
New +$94 ﹤0.01% 2444
2017
Q1 		– Sell
-11
Closed -$1K – 509
2016
Q4 		$1K Buy
+11
New +$427 ﹤0.01% 624

Other funds holding RMR

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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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sowell Financial Services's RMR Position: Q1 2021 in Review

Sowell Financial Services sold out of The RMR Group (RMR) in Q1 2021, closing a stake of 2 shares.

Sowell Financial Services first reported a position in RMR in Q4 2016 and held it in 4 quarters. The position peaked at $1K in Q4 2016. 186 funds tracked by Wall St. Rank hold RMR as of Q1 2021.

  • Sowell Financial Services reported no remaining The RMR Group position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2 The RMR Group shares in Q1 2021.
  • Sowell Financial Services first reported a position in The RMR Group in Q4 2016 and held it in 4 quarters.
  • Sowell Financial Services's The RMR Group position peaked at $1K in Q4 2016.
  • 186 funds tracked by Wall St. Rank held The RMR Group as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.