Lee Financial’s RH RH Stock Holding History

Lee Financial’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
2023 Q1	–	Sell	-1	Closed	-$267	–	931
2022 Q4	$267	Hold	1	–	–	﹤0.01%	863
2022 Q3	$0	Hold	1	–	–	﹤0.01%	982
2022 Q2	$0	Buy	+1	New	+$297	﹤0.01%	970
2022 Q1	–	Sell	-3	Closed	-$2K	–	927
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	777
2021 Q3	$2K	Buy	+3	New	+$2.06K	﹤0.01%	643
2020 Q2	–	Sell	-225	Closed	-$23K	–	543
2020 Q1	$23K	Hold	225	–	–	0.01%	218
2019 Q4	$48K	Hold	225	–	–	0.01%	190
2019 Q3	$38K	Hold	225	–	–	0.01%	206
2019 Q2	$26K	Hold	225	–	–	0.01%	242
2019 Q1	$23K	Hold	225	–	–	0.01%	243
2018 Q4	$27K	Hold	225	–	–	0.01%	208
2018 Q3	$29K	Hold	225	–	–	0.01%	226
2018 Q2	$31K	Hold	225	–	–	0.01%	298
2018 Q1	$21K	Hold	225	–	–	0.01%	343
2017 Q4	$19K	Hold	225	–	–	0.01%	259
2017 Q3	$16K	Hold	225	–	–	0.01%	266
2017 Q2	$15K	Hold	225	–	–	0.01%	272
2017 Q1	$10K	Buy	+225	New	+$6.96K	﹤0.01%	280

Other funds holding RH

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

DCP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Lee Financial's RH Position: Q1 2023 in Review

Lee Financial sold out of RH (RH) in Q1 2023, closing a stake of 1 share — an estimated $267 sold.

Lee Financial first reported a position in RH in Q1 2017 and held it in 18 quarters. The position peaked at $48K in Q4 2019. 404 funds tracked by Wall St. Rank hold RH as of Q1 2023.

Lee Financial reported no remaining RH position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 1 RH share in Q1 2023, an estimated $267.
Lee Financial first reported a position in RH in Q1 2017 and held it in 18 quarters.
Lee Financial's RH position peaked at $48K in Q4 2019.
404 funds tracked by Wall St. Rank held RH as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.