GI
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Gradient Investments’s Robert Half RHI Stock Holding History

Gradient Investments’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
2023
Q2 		– Sell
-2
Closed -$161 – 1864
2023
Q1 		$161 Hold
2
– – ﹤0.01% 1402
2022
Q4 		$148 Hold
2
– – ﹤0.01% 1412
2022
Q3 		$0 Buy
+2
New +$156 ﹤0.01% 1508
2018
Q4 		– Sell
-137
Closed -$10K – 1059
2018
Q3 		$10K Hold
137
– – ﹤0.01% 634
2018
Q2 		$9K Hold
137
– – ﹤0.01% 632
2018
Q1 		$8K Hold
137
– – ﹤0.01% 666
2017
Q4 		$8K Buy
+137
New +$7.29K ﹤0.01% 630
2017
Q3 		– Sell
-137
Closed -$7K – 602
2017
Q2 		$7K Sell
137
-147
-52% -$6.87K ﹤0.01% 541
2017
Q1 		$14K Sell
284
-159
-36% -$7.68K ﹤0.01% 459
2016
Q4 		$22K Sell
443
-249
-36% -$10.7K ﹤0.01% 348
2016
Q3 		$26K Sell
692
-106,422
-99% -$4.06M ﹤0.01% 327
2016
Q2 		$4.09M Buy
+107,114
New +$4.38M 0.44% 69

Other funds holding RHI

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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
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return