AIA
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Affinity Investment Advisors’s RH RH Stock Holding History

Affinity Investment Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,203
Closed -$645K – 208
2021
Q4 		$645K Buy
1,203
+6
+0.5% +$3.69K 0.26% 131
2021
Q3 		$798K Sell
1,197
-589
-33% -$405K 0.36% 103
2021
Q2 		$1.21M Sell
1,786
-500
-22% -$325K 0.55% 59
2021
Q1 		$1.36M Sell
2,286
-93
-4% -$45.8K 0.5% 59
2020
Q4 		$1.06M Sell
2,379
-535
-18% -$220K 0.43% 60
2020
Q3 		$1.11M Sell
2,914
-8
-0.3% -$2.52K 0.49% 58
2020
Q2 		$727K Sell
2,922
-730
-20% -$132K 0.35% 75
2020
Q1 		$367K Buy
3,652
+770
+27% +$144K 0.19% 106
2019
Q4 		$615K Hold
2,882
– – 0.22% 72
2019
Q3 		$492K Hold
2,882
– – 0.15% 83
2019
Q2 		$333K Buy
2,882
+411
+17% +$42.4K 0.1% 124
2019
Q1 		$254K Sell
2,471
-182
-7% -$24.8K 0.05% 131
2018
Q4 		$318K Buy
+2,653
New +$319K 0.06% 107

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return