LWM
RHI icon

Lyell Wealth Management’s Robert Half RHI Stock Holding History

Lyell Wealth 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
2025
Q3 		– Sell
-5,212
Closed -$214K – 221
2025
Q2 		$214K Hold
5,212
– – 0.02% 209
2025
Q1 		$284K Sell
5,212
-1,738
-25% -$106K 0.03% 172
2024
Q4 		$490K Hold
6,950
– – 0.04% 144
2024
Q3 		$469K Hold
6,950
– – 0.04% 147
2024
Q2 		$445K Hold
6,950
– – 0.04% 145
2024
Q1 		$551K Hold
6,950
– – 0.06% 132
2023
Q4 		$611K Hold
6,950
– – 0.07% 125
2023
Q3 		$509K Sell
6,950
-1,183
-15% -$89.8K 0.07% 121
2023
Q2 		$612K Hold
8,133
– – 0.08% 126
2023
Q1 		$655K Hold
8,133
– – 0.09% 130
2022
Q4 		$600K Hold
8,133
– – 0.09% 129
2022
Q3 		$622K Sell
8,133
-10
-0.1% -$782 0.11% 123
2022
Q2 		$610K Sell
8,143
-10
-0.1% -$948 0.1% 124
2022
Q1 		$931K Buy
8,153
+20
+0.2% +$2.31K 0.12% 108
2021
Q4 		$907K Hold
8,133
– – 0.1% 110
2021
Q3 		$816K Sell
8,133
-2,500
-24% -$245K 0.1% 113
2021
Q2 		$946K Hold
10,633
– – 0.12% 109
2021
Q1 		$830K Hold
10,633
– – 0.12% 105
2020
Q4 		$664K Buy
+10,633
New +$635K 0.11% 97

Other funds holding RHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return