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Squar Milner Financial Services’s ResMed RMD Stock Holding History

Squar Milner Financial Services’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-710
Closed -$104K – 595
2020
Q1 		$104K Buy
710
+109
+18% +$17.4K 0.06% 256
2019
Q4 		$93K Buy
+601
New +$86.6K 0.05% 341
2019
Q3 		– Sell
-49
Closed -$6K – 603
2019
Q2 		$6K Sell
49
-47
-49% -$5.21K ﹤0.01% 580
2019
Q1 		$9K Hold
96
– – 0.01% 547
2018
Q4 		$11K Hold
96
– – 0.01% 460
2018
Q3 		$11K Hold
96
– – 0.01% 478
2018
Q2 		$10K Buy
+96
New +$9.71K 0.01% 589

Other funds holding RMD

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's RMD Position: Q2 2020 in Review

Squar Milner Financial Services sold out of ResMed (RMD) in Q2 2020, closing a stake of 710 shares — an estimated $104K sold.

Squar Milner Financial Services first reported a position in RMD in Q2 2018 and held it in 7 quarters. The position peaked at $104K in Q1 2020. 583 funds tracked by Wall St. Rank hold RMD as of Q2 2020.

  • Squar Milner Financial Services reported no remaining ResMed position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 710 ResMed shares in Q2 2020, an estimated $104K.
  • Squar Milner Financial Services first reported a position in ResMed in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's ResMed position peaked at $104K in Q1 2020.
  • 583 funds tracked by Wall St. Rank held ResMed as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.