EBA
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Eagle Bay Advisors’s RH RH Stock Holding History

Eagle Bay 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
-5
Closed -$1.97K – 765
2024
Q4 		$1.97K Sell
5
-1
-17% -$356 ﹤0.01% 881
2024
Q3 		$2.01K Hold
6
– – ﹤0.01% 1228
2024
Q2 		$1.47K Hold
6
– – ﹤0.01% 922
2024
Q1 		$2.09K Hold
6
– – ﹤0.01% 875
2023
Q4 		$1.75K Hold
6
– – ﹤0.01% 756
2023
Q3 		$1.59K Hold
6
– – ﹤0.01% 786
2023
Q2 		$1.98K Buy
6
+2
+50% +$523 ﹤0.01% 764
2023
Q1 		$974 Buy
4
+2
+100% +$581 ﹤0.01% 818
2022
Q4 		$534 Hold
2
– – ﹤0.01% 881
2022
Q3 		$0 Sell
2
-93
-98% -$25.1K ﹤0.01% 970
2022
Q2 		$20.2K Buy
+95
New +$28.2K 0.01% 555

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
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B 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 $4.1B 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 $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return