Formidable Asset Management’s Robert Half RHI Stock Holding History

Formidable Asset Management’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 Q2	–	Sell	-10,469	Closed	-$830K	–	426
2024 Q1	$830K	Buy	+10,469	New	+$844K	0.14%	155
2023 Q4	–	Sell	-11,273	Closed	-$826K	–	304
2023 Q3	$826K	Buy	11,273 +671	+6%	+$50.9K	0.18%	104
2023 Q2	$797K	Buy	10,602 +1,434	+16%	+$102K	0.17%	109
2023 Q1	$739K	Sell	9,168 -413	-4%	-$32.8K	0.16%	121
2022 Q4	$707K	Hold	9,581	–	–	0.16%	121
2022 Q3	$733K	Buy	9,581 +228	+2%	+$17.8K	0.17%	105
2022 Q2	$700K	Buy	9,353 +2,681	+40%	+$254K	0.16%	118
2022 Q1	$762K	Buy	6,672 +416	+7%	+$48K	0.15%	124
2021 Q4	$698K	Buy	6,256 +624	+11%	+$69.5K	0.13%	144
2021 Q3	$565K	Buy	+5,632	New	+$551K	0.11%	180
2014 Q2	–	Sell	-120	Closed	-$5K	–	514
2014 Q1	$5K	Hold	120	–	–	﹤0.01%	394
2013 Q4	$5K	Hold	120	–	–	﹤0.01%	418
2013 Q3	$5K	Buy	+120	New	+$4.42K	﹤0.01%	369

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

Mawer Investment Management

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

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

AllianceBernstein

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return