Grassi Investment Management’s RH RH Stock Holding History

Grassi Investment Management’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	-600	Closed	-$236K	–	129
2024 Q4	$236K	Buy	+600	New	+$213K	0.02%	115

Other funds holding RH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Grassi Investment Management's RH Position: Q1 2025 in Review

Grassi Investment Management sold out of RH (RH) in Q1 2025, closing a stake of 600 shares — an estimated $236K sold.

Grassi Investment Management first reported a position in RH in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 391 funds tracked by Wall St. Rank hold RH as of Q1 2025.

Grassi Investment Management reported no remaining RH position as of Q1 2025 after selling out during the quarter.
Grassi Investment Management sold 600 RH shares in Q1 2025, an estimated $236K.
Grassi Investment Management first reported a position in RH in Q4 2024 and held it in 1 quarter.
Grassi Investment Management's RH position peaked at $236K in Q4 2024.
391 funds tracked by Wall St. Rank held RH as of Q1 2025.

Based on Grassi Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.