OWP
RH icon

Obermeyer Wealth Partners’s RH RH Stock Holding History

Obermeyer Wealth Partners’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
2022
Q3 		– Sell
-48,535
Closed -$10.3M – 230
2022
Q2 		$10.3M Sell
48,535
-123
-0.3% -$36.5K 0.76% 34
2022
Q1 		$15.9M Buy
+48,658
New +$19.5M 0.95% 36

Other funds holding RH

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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 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
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

Obermeyer Wealth Partners's RH Position: Q3 2022 in Review

Obermeyer Wealth Partners sold out of RH (RH) in Q3 2022, closing a stake of 48,535 shares — an estimated $10.3M sold.

Obermeyer Wealth Partners first reported a position in RH in Q1 2022 and held it in 2 quarters. The position peaked at $15.9M in Q1 2022. 408 funds tracked by Wall St. Rank hold RH as of Q3 2022.

  • Obermeyer Wealth Partners reported no remaining RH position as of Q3 2022 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 48,535 RH shares in Q3 2022, an estimated $10.3M.
  • Obermeyer Wealth Partners first reported a position in RH in Q1 2022 and held it in 2 quarters.
  • Obermeyer Wealth Partners's RH position peaked at $15.9M in Q1 2022.
  • 408 funds tracked by Wall St. Rank held RH as of Q3 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2022, filed 9 Dec 2022.