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Synergy Asset Management’s ResMed RMD Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-529
Closed -$129K – 679
2024
Q4 		$129K Buy
+529
New +$127K 0.01% 219
2024
Q3 		– Sell
-2,068
Closed -$396K – 173
2024
Q2 		$396K Sell
2,068
-70,679
-97% -$14.3M 0.06% 97
2024
Q1 		$14.4M Buy
72,747
+3,364
+5% +$616K 2.45% 13
2023
Q4 		$11.9M Buy
69,383
+15,663
+29% +$2.41M 2.14% 19
2023
Q3 		$7.94M Buy
+53,720
New +$9.71M 1.57% 21
2022
Q2 		– Sell
-27,963
Closed -$6.78M – 126
2022
Q1 		$6.78M Sell
27,963
-7,182
-20% -$1.74M 1.63% 24
2021
Q4 		$9.15M Buy
+35,145
New +$9.12M 2.18% 17

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Synergy Asset Management's RMD Position: Q1 2025 in Review

Synergy Asset Management sold out of ResMed (RMD) in Q1 2025, closing a stake of 529 shares — an estimated $129K sold.

Synergy Asset Management first reported a position in RMD in Q4 2021 and held it in 7 quarters. The position peaked at $14.4M in Q1 2024. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

  • Synergy Asset Management reported no remaining ResMed position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 529 ResMed shares in Q1 2025, an estimated $129K.
  • Synergy Asset Management first reported a position in ResMed in Q4 2021 and held it in 7 quarters.
  • Synergy Asset Management's ResMed position peaked at $14.4M in Q1 2024.
  • 885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.