James Hambro & Partners’s RH RH Stock Holding History

James Hambro & Partners’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
2021 Q3	–	Sell	-478	Closed	-$325K	–	89
2021 Q2	$325K	Hold	478	–	–	0.03%	72
2021 Q1	$285K	Hold	478	–	–	0.03%	81
2020 Q4	$214K	Buy	+478	New	+$197K	0.02%	92

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

James Hambro & Partners's RH Position: Q3 2021 in Review

James Hambro & Partners sold out of RH (RH) in Q3 2021, closing a stake of 478 shares — an estimated $325K sold.

James Hambro & Partners first reported a position in RH in Q4 2020 and held it in 3 quarters. The position peaked at $325K in Q2 2021. 470 funds tracked by Wall St. Rank hold RH as of Q3 2021.

James Hambro & Partners reported no remaining RH position as of Q3 2021 after selling out during the quarter.
James Hambro & Partners sold 478 RH shares in Q3 2021, an estimated $325K.
James Hambro & Partners first reported a position in RH in Q4 2020 and held it in 3 quarters.
James Hambro & Partners's RH position peaked at $325K in Q2 2021.
470 funds tracked by Wall St. Rank held RH as of Q3 2021.

Based on James Hambro & Partners's 13F filing for Q3 2021, filed 5 Nov 2021.