MAFM
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Mid Atlantic Financial Management’s RH RH Stock Holding History

Mid Atlantic Financial Management’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
2021
Q3 		$325K Sell
488
-265
-35% -$182K 0.02% 631
2021
Q2 		$511K Buy
+753
New +$489K 0.03% 458

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mid Atlantic Financial Management's RH Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its RH (RH) stake by 35% in Q3 2021, selling an estimated $182K and leaving 488 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #631.

Mid Atlantic Financial Management first reported a position in RH in Q2 2021 and has held it in 2 quarters since. The position peaked at $511K in Q2 2021. 470 funds tracked by Wall St. Rank hold RH as of Q3 2021.

  • Mid Atlantic Financial Management held 488 shares of RH worth $325K as of Q3 2021.
  • Mid Atlantic Financial Management sold 265 RH shares in Q3 2021, an estimated $182K.
  • RH made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #631 holding.
  • Mid Atlantic Financial Management first reported a position in RH in Q2 2021 and has held it in 2 quarters since.
  • Mid Atlantic Financial Management's RH position peaked at $511K in Q2 2021.
  • 470 funds tracked by Wall St. Rank held RH as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.