EI
RH icon

Ellevest Inc’s RH RH Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-65
Closed -$15.8K – 1351
2023
Q1 		$15.8K Sell
65
-71
-52% -$20.6K ﹤0.01% 912
2022
Q4 		$36.3K Buy
136
+41
+43% +$10.7K ﹤0.01% 699
2022
Q3 		$23K Buy
95
+16
+20% +$4.32K ﹤0.01% 779
2022
Q2 		$17K Buy
79
+47
+147% +$13.9K ﹤0.01% 788
2022
Q1 		$10K Sell
32
-38
-54% -$15.2K ﹤0.01% 894
2021
Q4 		$38K Buy
70
+42
+150% +$25.8K ﹤0.01% 576
2021
Q3 		$19K Buy
28
+6
+27% +$4.13K ﹤0.01% 688
2021
Q2 		$15K Buy
22
+16
+267% +$10.4K ﹤0.01% 695
2021
Q1 		$4K Buy
+6
New +$2.96K ﹤0.01% 960
2020
Q4 		– Sell
-2
Closed -$1K – 1326
2020
Q3 		$1K Buy
+2
New +$631 ﹤0.01% 1054

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return