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Zacks Investment Management’s Regal Rexnord RRX Stock Holding History

Zacks Investment Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,244
Closed -$1.75M – 670
2023
Q3 		$1.75M Sell
12,244
-109
-0.9% -$16.8K 0.02% 296
2023
Q2 		$1.9M Buy
+12,353
New +$1.68M 0.02% 297

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Zacks Investment Management's RRX Position: Q4 2023 in Review

Zacks Investment Management sold out of Regal Rexnord (RRX) in Q4 2023, closing a stake of 12,244 shares — an estimated $1.75M sold.

Zacks Investment Management first reported a position in RRX in Q2 2023 and held it in 2 quarters. The position peaked at $1.9M in Q2 2023. 429 funds tracked by Wall St. Rank hold RRX as of Q4 2023.

  • Zacks Investment Management reported no remaining Regal Rexnord position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 12,244 Regal Rexnord shares in Q4 2023, an estimated $1.75M.
  • Zacks Investment Management first reported a position in Regal Rexnord in Q2 2023 and held it in 2 quarters.
  • Zacks Investment Management's Regal Rexnord position peaked at $1.9M in Q2 2023.
  • 429 funds tracked by Wall St. Rank held Regal Rexnord as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.