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Bristlecone Advisors’s RH RH Stock Holding History

Bristlecone 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
2025
Q1 		– Sell
-4,465
Closed -$1.76M – 388
2024
Q4 		$1.76M Hold
4,465
– – 0.14% 115
2024
Q3 		$1.49M Hold
4,465
– – 0.12% 121
2024
Q2 		$1.09M Hold
4,465
– – 0.09% 136
2024
Q1 		$1.55M Hold
4,465
– – 0.14% 118
2023
Q4 		$1.3M Buy
4,465
+1,147
+35% +$296K 0.13% 120
2023
Q3 		$877K Hold
3,318
– – 0.1% 137
2023
Q2 		$1.09M Hold
3,318
– – 0.11% 131
2023
Q1 		$808K Hold
3,318
– – 0.09% 137
2022
Q4 		$887K Hold
3,318
– – 0.11% 134
2022
Q3 		$816K Hold
3,318
– – 0.11% 134
2022
Q2 		$704K Hold
3,318
– – 0.09% 140
2022
Q1 		$1.08M Sell
3,318
-3,300
-50% -$1.32M 0.13% 117
2021
Q4 		$3.55M Hold
6,618
– – 0.43% 51
2021
Q3 		$4.41M Buy
+6,618
New +$4.56M 0.58% 41

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bristlecone Advisors's RH Position: Q1 2025 in Review

Bristlecone Advisors sold out of RH (RH) in Q1 2025, closing a stake of 4,465 shares — an estimated $1.76M sold.

Bristlecone Advisors first reported a position in RH in Q3 2021 and held it in 14 quarters. The position peaked at $4.41M in Q3 2021. 391 funds tracked by Wall St. Rank hold RH as of Q1 2025.

  • Bristlecone Advisors reported no remaining RH position as of Q1 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 4,465 RH shares in Q1 2025, an estimated $1.76M.
  • Bristlecone Advisors first reported a position in RH in Q3 2021 and held it in 14 quarters.
  • Bristlecone Advisors's RH position peaked at $4.41M in Q3 2021.
  • 391 funds tracked by Wall St. Rank held RH as of Q1 2025.

Based on Bristlecone Advisors's 13F filing for Q1 2025, filed 12 May 2025.