Lifeworks Advisors’s Robert Half RHI Stock Holding History

Lifeworks Advisors’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
2024 Q1	–	Sell	-2,412	Closed	-$212K	–	231
2023 Q4	$212K	Buy	+2,412	New	+$192K	0.07%	189

Other funds holding RHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lifeworks Advisors's RHI Position: Q1 2024 in Review

Lifeworks Advisors sold out of Robert Half (RHI) in Q1 2024, closing a stake of 2,412 shares — an estimated $212K sold.

Lifeworks Advisors first reported a position in RHI in Q4 2023 and held it in 1 quarter. The position peaked at $212K in Q4 2023. 545 funds tracked by Wall St. Rank hold RHI as of Q1 2024.

Lifeworks Advisors reported no remaining Robert Half position as of Q1 2024 after selling out during the quarter.
Lifeworks Advisors sold 2,412 Robert Half shares in Q1 2024, an estimated $212K.
Lifeworks Advisors first reported a position in Robert Half in Q4 2023 and held it in 1 quarter.
Lifeworks Advisors's Robert Half position peaked at $212K in Q4 2023.
545 funds tracked by Wall St. Rank held Robert Half as of Q1 2024.

Based on Lifeworks Advisors's 13F filing for Q1 2024, filed 10 May 2024.