DWA
RH icon

Douglass Winthrop Advisors’s RH RH Stock Holding History

Douglass Winthrop 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
2022
Q3 		– Sell
-1,500
Closed -$318K – 256
2022
Q2 		$318K Sell
1,500
-500
-25% -$148K 0.01% 211
2022
Q1 		$652K Buy
+2,000
New +$800K 0.02% 168
2016
Q1 		– Sell
-4,000
Closed -$318K – 238
2015
Q4 		$318K Hold
4,000
– – 0.02% 186
2015
Q3 		$373K Sell
4,000
-797
-17% -$78.5K 0.03% 180
2015
Q2 		$476K Hold
4,797
– – 0.04% 170
2015
Q1 		$476K Hold
4,797
– – 0.04% 170
2014
Q4 		$461K Sell
4,797
-1,000
-17% -$83.8K 0.04% 137
2014
Q3 		$461K Sell
5,797
-1,000
-15% -$83.6K 0.04% 133
2014
Q2 		$632K Buy
+6,797
New +$476K 0.06% 107

Other funds holding RH

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 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
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return