BA
RH icon

Boston Advisors’s RH RH Stock Holding History

Boston 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
2019
Q3 		$1.53M Sell
8,980
-1,740
-16% -$248K 0.08% 307
2019
Q2 		$1.24M Sell
10,720
-23,448
-69% -$2.42M 0.07% 310
2019
Q1 		$3.52M Buy
34,168
+65
+0.2% +$8.85K 0.18% 156
2018
Q4 		$4.09M Buy
34,103
+3,945
+13% +$474K 0.24% 120
2018
Q3 		$3.95M Buy
+30,158
New +$4.23M 0.17% 199
2016
Q1 		– Sell
-3,325
Closed -$264K – 685
2015
Q4 		$264K Sell
3,325
-760
-19% -$70.6K 0.01% 597
2015
Q3 		$381K Sell
4,085
-7,131
-64% -$702K 0.01% 602
2015
Q2 		$1.09M Sell
11,216
-21,105
-65% -$1.95M 0.05% 284
2015
Q1 		$3.21M Buy
+32,321
New +$2.93M 0.13% 184

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return