Lido Advisors

Lido Advisors’s RH RH Stock Holding History

Lido Advisors’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 Q2	–	Sell	-1,772	Closed	-$431K	–	1290
2023 Q1	$431K	Sell	1,772 -34	-2%	-$9.87K	0.01%	734
2022 Q4	$483K	Buy	+1,806	New	+$471K	0.01%	602
2022 Q2	–	Sell	-670	Closed	-$218K	–	1046
2022 Q1	$218K	Buy	670 +104	+18%	+$41.6K	﹤0.01%	927
2021 Q4	$303K	Sell	566 -180	-24%	-$111K	0.01%	806
2021 Q3	$497K	Buy	746 +105	+16%	+$72.3K	0.01%	600
2021 Q2	$435K	Sell	641 -219	-25%	-$142K	0.01%	590
2021 Q1	$513K	Sell	860 -76	-8%	-$37.5K	0.01%	495
2020 Q4	$418K	Buy	936 +265	+39%	+$109K	0.01%	524
2020 Q3	$257K	Sell	671 -756	-53%	-$238K	0.01%	528
2020 Q2	$355K	Buy	+1,427	New	+$259K	0.02%	413
2020 Q1	–	Sell	-1,496	Closed	-$319K	–	660
2019 Q4	$319K	Buy	+1,496	New	+$292K	0.02%	483
2019 Q1	–	Sell	-2,523	Closed	-$302K	–	544
2018 Q4	$302K	Buy	+2,523	New	+$303K	0.04%	309

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

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return