Diversified Trust’s Robert Half RHI Stock Holding History

Diversified Trust’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,560	Closed	-$1.32M	–	982
2024 Q3	$1.32M	Buy	+19,560	New	+$1.24M	0.03%	308
2023 Q1	–	Sell	-5,129	Closed	-$379K	–	910
2022 Q4	$379K	Sell	5,129 -23	-0.4%	-$1.75K	0.02%	497
2022 Q3	$394K	Sell	5,152 -2,606	-34%	-$204K	0.02%	464
2022 Q2	$581K	Sell	7,758 -684	-8%	-$64.9K	0.02%	346
2022 Q1	$964K	Buy	8,442 +356	+4%	+$41.1K	0.03%	267
2021 Q4	$902K	Buy	8,086 +2,357	+41%	+$262K	0.03%	287
2021 Q3	$575K	Sell	5,729 -29	-0.5%	-$2.84K	0.02%	357
2021 Q2	$512K	Buy	5,758 +2,333	+68%	+$203K	0.02%	396
2021 Q1	$267K	Buy	+3,425	New	+$248K	0.01%	592
2020 Q1	–	Sell	-4,000	Closed	-$253K	–	469
2019 Q4	$253K	Buy	+4,000	New	+$232K	0.01%	372

Other funds holding RHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Diversified Trust's RHI Position: Q4 2024 in Review

Diversified Trust sold out of Robert Half (RHI) in Q4 2024, closing a stake of 19,560 shares — an estimated $1.32M sold.

Diversified Trust first reported a position in RHI in Q4 2019 and held it in 10 quarters. The position peaked at $1.32M in Q3 2024. 459 funds tracked by Wall St. Rank hold RHI as of Q4 2024.

Diversified Trust reported no remaining Robert Half position as of Q4 2024 after selling out during the quarter.
Diversified Trust sold 19,560 Robert Half shares in Q4 2024, an estimated $1.32M.
Diversified Trust first reported a position in Robert Half in Q4 2019 and held it in 10 quarters.
Diversified Trust's Robert Half position peaked at $1.32M in Q3 2024.
459 funds tracked by Wall St. Rank held Robert Half as of Q4 2024.

Based on Diversified Trust's 13F filing for Q4 2024, filed 7 Jan 2025.