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Syverson Strege & Co’s The RMR Group RMR Stock Holding History

Syverson Strege & Co’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6
Closed -$170 – 499
2023
Q1 		$170 Hold
6
– – ﹤0.01% 656
2022
Q4 		$183 Hold
6
– – ﹤0.01% 309
2022
Q3 		$0 Hold
6
– – ﹤0.01% 328
2022
Q2 		$0 Hold
6
– – ﹤0.01% 340
2022
Q1 		$0 Hold
6
– – ﹤0.01% 330
2021
Q4 		$0 Hold
6
– – ﹤0.01% 448
2021
Q3 		$0 Hold
6
– – ﹤0.01% 469
2021
Q2 		$0 Hold
6
– – ﹤0.01% 289
2021
Q1 		$0 Hold
6
– – ﹤0.01% 281
2020
Q4 		$0 Buy
+6
New +$197 ﹤0.01% 253

Other funds holding RMR

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Syverson Strege & Co's RMR Position: Q2 2023 in Review

Syverson Strege & Co sold out of The RMR Group (RMR) in Q2 2023, closing a stake of 6 shares — an estimated $170 sold.

Syverson Strege & Co first reported a position in RMR in Q4 2020 and held it in 10 quarters. The position peaked at $183 in Q4 2022. 170 funds tracked by Wall St. Rank hold RMR as of Q2 2023.

  • Syverson Strege & Co reported no remaining The RMR Group position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 6 The RMR Group shares in Q2 2023, an estimated $170.
  • Syverson Strege & Co first reported a position in The RMR Group in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's The RMR Group position peaked at $183 in Q4 2022.
  • 170 funds tracked by Wall St. Rank held The RMR Group as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.