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Balasa Dinverno & Foltz’s Robert Half RHI Stock Holding History

Balasa Dinverno & Foltz’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$571K Sell
7,466
-672
-8% -$52.5K 0.04% 185
2022
Q2 		$609K Sell
8,138
-2,267
-22% -$215K 0.04% 175
2022
Q1 		$1.19M Buy
10,405
+1,204
+13% +$139K 0.08% 119
2021
Q4 		$1.03M Buy
9,201
+634
+7% +$70.6K 0.07% 125
2021
Q3 		$860K Buy
8,567
+419
+5% +$41K 0.06% 134
2021
Q2 		$725K Buy
8,148
+99
+1% +$8.63K 0.05% 153
2021
Q1 		$628K Buy
8,049
+1,148
+17% +$83.2K 0.05% 156
2020
Q4 		$431K Buy
+6,901
New +$412K 0.04% 184
2019
Q3 		– Sell
-3,967
Closed -$226K – 266
2019
Q2 		$226K Sell
3,967
-6,746
-63% -$403K 0.03% 223
2019
Q1 		$698K Sell
10,713
-9
-0.1% -$571 0.08% 101
2018
Q4 		$613K Sell
10,722
-4,045
-27% -$248K 0.08% 108
2018
Q3 		$1.04M Buy
14,767
+2,837
+24% +$208K 0.12% 74
2018
Q2 		$777K Buy
11,930
+3,946
+49% +$250K 0.11% 83
2018
Q1 		$462K Buy
7,984
+954
+14% +$54.5K 0.07% 126
2017
Q4 		$390K Buy
7,030
+1,735
+33% +$92.3K 0.06% 143
2017
Q3 		$267K Sell
5,295
-7,980
-60% -$369K 0.04% 174
2017
Q2 		$636K Sell
13,275
-2,595
-16% -$121K 0.1% 85
2017
Q1 		$775K Buy
+15,870
New +$767K 0.13% 70

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Balasa Dinverno & Foltz's RHI Position: Q3 2022 in Review

Balasa Dinverno & Foltz reduced its Robert Half (RHI) stake by 8.3% in Q3 2022, selling an estimated $52.5K and leaving 7,466 shares worth $571K. The position accounts for 0.04% of the portfolio, ranked #185.

Balasa Dinverno & Foltz first reported a position in RHI in Q1 2017 and has held it in 18 quarters since. The position peaked at $1.19M in Q1 2022. 530 funds tracked by Wall St. Rank hold RHI as of Q3 2022.

  • Balasa Dinverno & Foltz held 7,466 shares of Robert Half worth $571K as of Q3 2022.
  • Balasa Dinverno & Foltz sold 672 Robert Half shares in Q3 2022, an estimated $52.5K.
  • Robert Half made up 0.04% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #185 holding.
  • Balasa Dinverno & Foltz first reported a position in Robert Half in Q1 2017 and has held it in 18 quarters since.
  • Balasa Dinverno & Foltz's Robert Half position peaked at $1.19M in Q1 2022.
  • 530 funds tracked by Wall St. Rank held Robert Half as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.