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

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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return