Lido Advisors
RH icon

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 – 1289
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 – 1044
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 0.01% 413
2020
Q1 		– Sell
-1,496
Closed -$319K – 657
2019
Q4 		$319K Buy
+1,496
New +$292K 0.01% 483
2019
Q1 		– Sell
-2,523
Closed -$302K – 540
2018
Q4 		$302K Buy
+2,523
New +$303K 0.03% 309

Other funds holding RH

Fidelity Investments
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lido Advisors's RH Position: Q2 2023 in Review

Lido Advisors sold out of RH (RH) in Q2 2023, closing a stake of 1,772 shares — an estimated $431K sold.

Lido Advisors first reported a position in RH in Q4 2018 and held it in 12 quarters. The position peaked at $513K in Q1 2021. 379 funds tracked by Wall St. Rank hold RH as of Q2 2023.

  • Lido Advisors reported no remaining RH position as of Q2 2023 after selling out during the quarter.
  • Lido Advisors sold 1,772 RH shares in Q2 2023, an estimated $431K.
  • Lido Advisors first reported a position in RH in Q4 2018 and held it in 12 quarters.
  • Lido Advisors's RH position peaked at $513K in Q1 2021.
  • 379 funds tracked by Wall St. Rank held RH as of Q2 2023.

Based on Lido Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.