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Epic Trust Investment Advisors’s RH RH Stock Holding History

Epic Trust Investment 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
Q2 		– Sell
-1,000
Closed -$326K – 88
2022
Q1 		$326K Buy
1,000
+200
+25% +$80K 0.51% 45
2021
Q4 		$429K Buy
+800
New +$492K 0.62% 39

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Epic Trust Investment Advisors's RH Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of RH (RH) in Q2 2022, closing a stake of 1,000 shares — an estimated $326K sold.

Epic Trust Investment Advisors first reported a position in RH in Q4 2021 and held it in 2 quarters. The position peaked at $429K in Q4 2021. 429 funds tracked by Wall St. Rank hold RH as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining RH position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 1,000 RH shares in Q2 2022, an estimated $326K.
  • Epic Trust Investment Advisors first reported a position in RH in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's RH position peaked at $429K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held RH as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.