SFP
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Sterling Financial Planning’s ResMed RMD Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-100
Closed -$26K – 325
2021
Q3 		$26K Hold
100
– – 0.02% 243
2021
Q2 		$25K Hold
100
– – 0.02% 237
2021
Q1 		$19K Hold
100
– – 0.01% 232
2020
Q4 		$21K Buy
+100
New +$19.9K 0.02% 215

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Sterling Financial Planning's RMD Position: Q4 2021 in Review

Sterling Financial Planning sold out of ResMed (RMD) in Q4 2021, closing a stake of 100 shares — an estimated $26K sold.

Sterling Financial Planning first reported a position in RMD in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q3 2021. 723 funds tracked by Wall St. Rank hold RMD as of Q4 2021.

  • Sterling Financial Planning reported no remaining ResMed position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 100 ResMed shares in Q4 2021, an estimated $26K.
  • Sterling Financial Planning first reported a position in ResMed in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's ResMed position peaked at $26K in Q3 2021.
  • 723 funds tracked by Wall St. Rank held ResMed as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.