Westwood Holdings Group’s ResMed RMD Stock Holding History

Westwood Holdings Group’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
2023 Q3	–	Sell	-1,392	Closed	-$304K	–	490
2023 Q2	$304K	Buy	1,392 +120	+9%	+$26.7K	﹤0.01%	437
2023 Q1	$278K	Sell	1,272 -5	-0.4%	-$1.08K	﹤0.01%	449
2022 Q4	$266K	Buy	1,277 +5	+0.4%	+$1.1K	﹤0.01%	470
2022 Q3	$278K	Hold	1,272	–	–	﹤0.01%	425
2022 Q2	$267K	Buy	+1,272	New	+$271K	﹤0.01%	426
2022 Q1	–	Sell	-1,272	Closed	-$331K	–	479
2021 Q4	$331K	Hold	1,272	–	–	﹤0.01%	404
2021 Q3	$335K	Sell	1,272 -3	-0.2%	-$820	﹤0.01%	392
2021 Q2	$314K	Buy	1,275 +3	+0.2%	+$631	﹤0.01%	398
2021 Q1	$247K	Hold	1,272	–	–	﹤0.01%	429
2020 Q4	$270K	Hold	1,272	–	–	﹤0.01%	398
2020 Q3	$218K	Hold	1,272	–	–	﹤0.01%	386
2020 Q2	$244K	Buy	+1,272	New	+$208K	﹤0.01%	377
2020 Q1	–	Sell	-1,272	Closed	-$197K	–	489
2019 Q4	$197K	Buy	+1,272	New	+$183K	﹤0.01%	449

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Westwood Holdings Group's RMD Position: Q3 2023 in Review

Westwood Holdings Group sold out of ResMed (RMD) in Q3 2023, closing a stake of 1,392 shares — an estimated $304K sold.

Westwood Holdings Group first reported a position in RMD in Q4 2019 and held it in 13 quarters. The position peaked at $335K in Q3 2021. 657 funds tracked by Wall St. Rank hold RMD as of Q3 2023.

Westwood Holdings Group reported no remaining ResMed position as of Q3 2023 after selling out during the quarter.
Westwood Holdings Group sold 1,392 ResMed shares in Q3 2023, an estimated $304K.
Westwood Holdings Group first reported a position in ResMed in Q4 2019 and held it in 13 quarters.
Westwood Holdings Group's ResMed position peaked at $335K in Q3 2021.
657 funds tracked by Wall St. Rank held ResMed as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.