Bank Julius Baer & Co
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Bank Julius Baer & Co’s RH RH Stock Holding History

Bank Julius Baer & Co’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
Q3 		– Sell
-125
Closed -$27K – 623
2022
Q2 		$27K Buy
125
+8
+7% +$2.37K ﹤0.01% 559
2022
Q1 		$38K Sell
117
-1,215
-91% -$486K ﹤0.01% 539
2021
Q4 		$714K Buy
1,332
+1,308
+5,450% +$805K ﹤0.01% 386
2021
Q3 		$16K Buy
+24
New +$16.5K ﹤0.01% 758
2021
Q2 		– Sell
-355
Closed -$212K – 865
2021
Q1 		$212K Buy
+355
New +$175K ﹤0.01% 536
2020
Q4 		– Sell
-132
Closed -$51K – 841
2020
Q3 		$51K Buy
+132
New +$41.6K ﹤0.01% 601

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.46% 1-Year Est. Return

Bank Julius Baer & Co's RH Position: Q3 2022 in Review

Bank Julius Baer & Co sold out of RH (RH) in Q3 2022, closing a stake of 125 shares — an estimated $27K sold.

Bank Julius Baer & Co first reported a position in RH in Q3 2020 and held it in 6 quarters. The position peaked at $714K in Q4 2021. 406 funds tracked by Wall St. Rank hold RH as of Q3 2022.

  • Bank Julius Baer & Co reported no remaining RH position as of Q3 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 125 RH shares in Q3 2022, an estimated $27K.
  • Bank Julius Baer & Co first reported a position in RH in Q3 2020 and held it in 6 quarters.
  • Bank Julius Baer & Co's RH position peaked at $714K in Q4 2021.
  • 406 funds tracked by Wall St. Rank held RH as of Q3 2022.

Based on Bank Julius Baer & Co's 13F filing for Q3 2022, filed 4 Nov 2022.