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Aperio Group’s RH RH Stock Holding History

Aperio Group’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
2020
Q4 		$5.32M Buy
11,890
+16
+0.1% +$6.59K 0.02% 807
2020
Q3 		$4.54M Buy
11,874
+629
+6% +$198K 0.02% 771
2020
Q2 		$2.8M Sell
11,245
-3,469
-24% -$628K 0.01% 958
2020
Q1 		$1.48M Buy
14,714
+4,838
+49% +$902K 0.01% 1146
2019
Q4 		$2.11M Buy
9,876
+255
+3% +$49.8K 0.01% 1072
2019
Q3 		$1.64M Buy
9,621
+1,043
+12% +$149K 0.01% 1143
2019
Q2 		$992K Sell
8,578
-1,135
-12% -$117K ﹤0.01% 1409
2019
Q1 		$1M Sell
9,713
-513
-5% -$69.9K ﹤0.01% 1375
2018
Q4 		$1.23M Buy
10,226
+1,141
+13% +$137K 0.01% 1198
2018
Q3 		$1.19M Buy
9,085
+226
+3% +$31.7K 0.01% 1307
2018
Q2 		$1.24M Buy
8,859
+327
+4% +$35.4K 0.01% 1252
2018
Q1 		$813K Buy
8,532
+799
+10% +$70.9K ﹤0.01% 1440
2017
Q4 		$667K Buy
7,733
+212
+3% +$19.2K ﹤0.01% 1557
2017
Q3 		$529K Sell
7,521
-717
-9% -$45K ﹤0.01% 1636
2017
Q2 		$532K Buy
8,238
+936
+13% +$49.5K ﹤0.01% 1617
2017
Q1 		$338K Sell
7,302
-3,757
-34% -$116K ﹤0.01% 1768
2016
Q4 		$340K Sell
11,059
-3,134
-22% -$101K ﹤0.01% 1735
2016
Q3 		$491K Buy
+14,193
New +$452K ﹤0.01% 1459

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aperio Group's RH Position: Q4 2020 in Review

Aperio Group increased its RH (RH) stake by 0.13% in Q4 2020, buying an estimated $6.59K and bringing the position to 11,890 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #807.

Aperio Group first reported a position in RH in Q3 2016 and has held it in 18 quarters since. 378 funds tracked by Wall St. Rank hold RH as of Q4 2020.

  • Aperio Group held 11,890 shares of RH worth $5.32M as of Q4 2020.
  • Aperio Group bought 16 RH shares in Q4 2020, an estimated $6.59K.
  • RH made up 0.02% of Aperio Group's portfolio in Q4 2020, its #807 holding.
  • Aperio Group first reported a position in RH in Q3 2016 and has held it in 18 quarters since.
  • 378 funds tracked by Wall St. Rank held RH as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.