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Rmr Group Inc cl a shares owned by Lee Financial

Quarter-by-quarter ownership of Rmr Group Inc cl a (RMR) shares owned by Lee Financial from 13F filings

Historical chart of Lee Financial investment in Rmr Group Inc cl a

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All positions including Rmr Group Inc cl a held by Lee Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rmr Group Inc cl a by Lee Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8k 100 28.23
2023-03-31 $1.7k 66 26.24

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Ishares Tr Core S&p500 Etf (IVV)
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Lee Financial

Top funds holding Rmr Group Inc cl a

Vanguard Group
Hotchkis and Wiley Capital Management
Federated Investors
Royce & Associates
Nantahala Capital Management
Dimensional Fund Advisors
Lincluden Management
Charles Schwab Investment Management
UBS Group
Garner Asset Management Corp
Arrowstreet Capital, Limited Partnership
Citadel Advisors
Bank of New York Mellon
Thomas Stevens, CFA"
Jacobs Levy Equity Management

View all funds holding Rmr Group Inc cl a