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Lifestyle Asset Management’s Robert Half RHI Stock Holding History

Lifestyle Asset Management’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,760
Closed -$960K – 99
2023
Q2 		$960K Buy
12,760
+530
+4% +$37.8K 0.58% 40
2023
Q1 		$985K Buy
12,230
+1,045
+9% +$82.9K 0.66% 35
2022
Q4 		$826K Buy
+11,185
New +$853K 0.66% 42

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Lifestyle Asset Management's RHI Position: Q3 2023 in Review

Lifestyle Asset Management sold out of Robert Half (RHI) in Q3 2023, closing a stake of 12,760 shares — an estimated $960K sold.

Lifestyle Asset Management first reported a position in RHI in Q4 2022 and held it in 3 quarters. The position peaked at $985K in Q1 2023. 507 funds tracked by Wall St. Rank hold RHI as of Q3 2023.

  • Lifestyle Asset Management reported no remaining Robert Half position as of Q3 2023 after selling out during the quarter.
  • Lifestyle Asset Management sold 12,760 Robert Half shares in Q3 2023, an estimated $960K.
  • Lifestyle Asset Management first reported a position in Robert Half in Q4 2022 and held it in 3 quarters.
  • Lifestyle Asset Management's Robert Half position peaked at $985K in Q1 2023.
  • 507 funds tracked by Wall St. Rank held Robert Half as of Q3 2023.

Based on Lifestyle Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.