DI
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Disciplined Investments’s RH RH Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-3
Closed -$989 – 1228
2023
Q2 		$989 Sell
3
-1
-25% -$261 ﹤0.01% 967
2023
Q1 		$974 Buy
4
+1
+33% +$290 ﹤0.01% 970
2022
Q4 		$802 Sell
3
-1
-25% -$261 ﹤0.01% 996
2022
Q3 		$1K Hold
4
– – ﹤0.01% 1057
2022
Q2 		$1K Buy
4
+1
+33% +$297 ﹤0.01% 1081
2022
Q1 		$1K Buy
+3
New +$1.2K ﹤0.01% 1147

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Disciplined Investments's RH Position: Q3 2023 in Review

Disciplined Investments sold out of RH (RH) in Q3 2023, closing a stake of 3 shares — an estimated $989 sold.

Disciplined Investments first reported a position in RH in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 403 funds tracked by Wall St. Rank hold RH as of Q3 2023.

  • Disciplined Investments reported no remaining RH position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 RH shares in Q3 2023, an estimated $989.
  • Disciplined Investments first reported a position in RH in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's RH position peaked at $1K in Q3 2022.
  • 403 funds tracked by Wall St. Rank held RH as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.