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Berman Capital Advisors’s RH RH Stock Holding History

Berman Capital 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
2021
Q3 		$76K Buy
115
+23
+25% +$15.8K 0.01% 526
2021
Q2 		$62K Buy
92
+14
+18% +$9.09K 0.01% 507
2021
Q1 		$46K Buy
78
+30
+63% +$14.8K 0.01% 511
2020
Q4 		$21K Hold
48
– – 0.01% 663
2020
Q3 		$18K Hold
48
– – 0.01% 627
2020
Q2 		$11K Hold
48
– – ﹤0.01% 736
2020
Q1 		$4K Sell
48
-3
-6% -$559 ﹤0.01% 963
2019
Q4 		$10K Hold
51
– – ﹤0.01% 751
2019
Q3 		$8K Hold
51
– – ﹤0.01% 791
2019
Q2 		$5K Buy
51
+38
+292% +$3.92K ﹤0.01% 968
2019
Q1 		$1K Buy
+13
New +$1.77K ﹤0.01% 1255

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's RH Position: Q3 2021 in Review

Berman Capital Advisors increased its RH (RH) stake by 25% in Q3 2021, buying an estimated $15.8K and bringing the position to 115 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #526.

Berman Capital Advisors first reported a position in RH in Q1 2019 and has held it in 11 quarters since. 470 funds tracked by Wall St. Rank hold RH as of Q3 2021.

  • Berman Capital Advisors held 115 shares of RH worth $76K as of Q3 2021.
  • Berman Capital Advisors bought 23 RH shares in Q3 2021, an estimated $15.8K.
  • RH made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #526 holding.
  • Berman Capital Advisors first reported a position in RH in Q1 2019 and has held it in 11 quarters since.
  • 470 funds tracked by Wall St. Rank held RH as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.