Sugarloaf Wealth Management’s ResMed RMD Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$26.5K	Hold	116	–	–	0.01%	373
2024 Q3	$28.3K	Hold	116	–	–	0.01%	367
2024 Q2	$22.2K	Hold	116	–	–	﹤0.01%	384
2024 Q1	$23K	Hold	116	–	–	﹤0.01%	384
2023 Q4	$20K	Hold	116	–	–	﹤0.01%	397
2023 Q3	$17.2K	Hold	116	–	–	﹤0.01%	397
2023 Q2	$25.3K	Hold	116	–	–	0.01%	362
2023 Q1	$25.4K	Hold	116	–	–	0.01%	366
2022 Q4	$24.1K	Hold	116	–	–	0.01%	382
2022 Q3	$26K	Hold	116	–	–	0.01%	385
2022 Q2	$24K	Hold	116	–	–	0.01%	395
2022 Q1	$28K	Hold	116	–	–	0.01%	360
2021 Q4	$30K	Hold	116	–	–	0.01%	368
2021 Q3	$31K	Sell	116 -32	-22%	-$8.75K	0.01%	348
2021 Q2	$36K	Buy	148 +32	+28%	+$6.73K	0.01%	324
2021 Q1	$23	Hold	116	–	–	0.01%	381
2020 Q4	$25K	Hold	116	–	–	0.01%	345
2020 Q3	$20K	Hold	116	–	–	0.01%	358
2020 Q2	$22K	Hold	116	–	–	0.01%	339
2020 Q1	$17K	Hold	116	–	–	0.01%	360
2019 Q4	$18K	Buy	+116	New	+$16.7K	0.01%	387

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sugarloaf Wealth Management's RMD Position: Q4 2024 in Review

Sugarloaf Wealth Management held its ResMed (RMD) position steady in Q4 2024 at 116 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #373.

Sugarloaf Wealth Management first reported a position in RMD in Q4 2019 and has held it in 21 quarters since. The position peaked at $36K in Q2 2021. 871 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

Sugarloaf Wealth Management held 116 shares of ResMed worth $26.5K as of Q4 2024.
Sugarloaf Wealth Management left its ResMed share count unchanged in Q4 2024.
ResMed made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #373 holding.
Sugarloaf Wealth Management first reported a position in ResMed in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's ResMed position peaked at $36K in Q2 2021.
871 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.