Hemington Wealth Management’s Rafael Holdings RFL Stock Holding History

Hemington Wealth Management’s Portfolio RFL Stock Details RFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13	Closed	–	–	1739
2024 Q3	$0	Buy	+13	New	+$19	﹤0.01%	1699

Other funds holding RFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Hemington Wealth Management's RFL Position: Q4 2024 in Review

Hemington Wealth Management sold out of Rafael Holdings (RFL) in Q4 2024, closing a stake of 13 shares.

Hemington Wealth Management first reported a position in RFL in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 37 funds tracked by Wall St. Rank hold RFL as of Q4 2024.

Hemington Wealth Management reported no remaining Rafael Holdings position as of Q4 2024 after selling out during the quarter.
Hemington Wealth Management sold 13 Rafael Holdings shares in Q4 2024.
Hemington Wealth Management first reported a position in Rafael Holdings in Q3 2024 and held it in 1 quarter.
Hemington Wealth Management's Rafael Holdings position peaked at $0 in Q3 2024.
37 funds tracked by Wall St. Rank held Rafael Holdings as of Q4 2024.

Based on Hemington Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.