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Squar Milner Financial Services’s Regal Rexnord RRX Stock Holding History

Squar Milner Financial Services’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-38
Closed -$2K – 599
2020
Q1 		$2K Hold
38
– – ﹤0.01% 681
2019
Q4 		$3K Buy
+38
New +$3.01K ﹤0.01% 707
2019
Q3 		– Sell
-38
Closed -$3K – 607
2019
Q2 		$3K Sell
38
-30
-44% -$2.42K ﹤0.01% 684
2019
Q1 		$5K Hold
68
– – ﹤0.01% 666
2018
Q4 		$5K Hold
68
– – ﹤0.01% 571
2018
Q3 		$6K Hold
68
– – 0.01% 584
2018
Q2 		$6K Buy
+68
New +$5.26K 0.01% 671

Other funds holding RRX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Squar Milner Financial Services sold out of Regal Rexnord (RRX) in Q2 2020, closing a stake of 38 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in RRX in Q2 2018 and held it in 7 quarters. The position peaked at $6K in Q3 2018. 282 funds tracked by Wall St. Rank hold RRX as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Regal Rexnord position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 38 Regal Rexnord shares in Q2 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Regal Rexnord in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Regal Rexnord position peaked at $6K in Q3 2018.
  • 282 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2020.

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