Russell Tax-MGD US L/C-MRTMTX
13F holders, Q4 2024 (December 31)1holders
1new positions
0sold out
$84.41avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Russell Tax-MGD US L/C-M (RTMTX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holder was Ferguson Wellman Capital Management, Inc. ($239K).
- Company
- Russell Tax-MGD US L/C-M
- CUSIP
- 78250G339
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $239K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q4 2024: 2,836 shares bought, net +2,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ferguson Wellman Capital Management, Inc. | 0.00% | New | 2,836 | $239K |
"% of holder's portfolio" is RTMTX's weight in each manager's 13F, not the share of Russell Tax-MGD US L/C-M the manager owns.