Surevest’s ResMed RMD Stock Holding History

Surevest’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
2022 Q3	$369K	Hold	1,691	–	–	0.1%	114
2022 Q2	$354K	Hold	1,691	–	–	0.09%	120
2022 Q1	$410K	Hold	1,691	–	–	0.1%	117
2021 Q4	$440K	Hold	1,691	–	–	0.1%	93
2021 Q3	$446K	Buy	1,691 +3	+0.2%	+$820	0.11%	88
2021 Q2	$416K	Hold	1,688	–	–	0.11%	85
2021 Q1	$328K	Hold	1,688	–	–	0.1%	83
2020 Q4	$359K	Hold	1,688	–	–	0.12%	74
2020 Q3	$289K	Hold	1,688	–	–	0.11%	73
2020 Q2	$324K	Hold	1,688	–	–	0.14%	74
2020 Q1	$249K	Hold	1,688	–	–	0.14%	89
2019 Q4	$262K	Hold	1,688	–	–	0.11%	126
2019 Q3	$228K	Buy	+1,688	New	+$221K	0.11%	122

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Surevest's RMD Position: Q3 2022 in Review

Surevest held its ResMed (RMD) position steady in Q3 2022 at 1,691 shares worth $369K. The position accounts for 0.1% of the portfolio, ranked #114.

Surevest first reported a position in RMD in Q3 2019 and has held it in 13 quarters since. The position peaked at $446K in Q3 2021. 667 funds tracked by Wall St. Rank hold RMD as of Q3 2022.

Surevest held 1,691 shares of ResMed worth $369K as of Q3 2022.
Surevest left its ResMed share count unchanged in Q3 2022.
ResMed made up 0.1% of Surevest's portfolio in Q3 2022, its #114 holding.
Surevest first reported a position in ResMed in Q3 2019 and has held it in 13 quarters since.
Surevest's ResMed position peaked at $446K in Q3 2021.
667 funds tracked by Wall St. Rank held ResMed as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.