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Zacks Investment Management’s The RMR Group RMR Stock Holding History

Zacks Investment Management’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
2024
Q2 		– Sell
-17,875
Closed -$429K – 707
2024
Q1 		$429K Buy
+17,875
New +$448K ﹤0.01% 491
2021
Q4 		– Sell
-16,400
Closed -$549K – 667
2021
Q3 		$549K Hold
16,400
– – 0.01% 442
2021
Q2 		$634K Buy
+16,400
New +$654K 0.01% 420
2018
Q4 		– Sell
-20,682
Closed -$1.92M – 575
2018
Q3 		$1.92M Hold
20,682
– – 0.04% 279
2018
Q2 		$1.62M Buy
+20,682
New +$1.59M 0.04% 322

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
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's RMR Position: Q2 2024 in Review

Zacks Investment Management sold out of The RMR Group (RMR) in Q2 2024, closing a stake of 17,875 shares — an estimated $429K sold.

Zacks Investment Management first reported a position in RMR in Q2 2018 and held it in 5 quarters. The position peaked at $1.92M in Q3 2018. 180 funds tracked by Wall St. Rank hold RMR as of Q2 2024.

  • Zacks Investment Management reported no remaining The RMR Group position as of Q2 2024 after selling out during the quarter.
  • Zacks Investment Management sold 17,875 The RMR Group shares in Q2 2024, an estimated $429K.
  • Zacks Investment Management first reported a position in The RMR Group in Q2 2018 and held it in 5 quarters.
  • Zacks Investment Management's The RMR Group position peaked at $1.92M in Q3 2018.
  • 180 funds tracked by Wall St. Rank held The RMR Group as of Q2 2024.

Based on Zacks Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.