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Okabena Investment Services’s RH RH Stock Holding History

Okabena Investment Services’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
2023
Q4 		– Sell
-2,152
Closed -$569K – 136
2023
Q3 		$569K Buy
+2,152
New +$748K 0.44% 52
2023
Q2 		– Sell
-7,519
Closed -$1.83M – 222
2023
Q1 		$1.83M Buy
7,519
+7,501
+41,672% +$2.18M 1.28% 25
2022
Q4 		$1.28K Sell
18
-4,262
-100% -$1.11M ﹤0.01% 207
2022
Q3 		$1.05M Buy
4,280
+867
+25% +$234K 0.51% 56
2022
Q2 		$724K Buy
3,413
+582
+21% +$173K 0.37% 62
2022
Q1 		$923K Buy
2,831
+985
+53% +$394K 0.39% 68
2021
Q4 		$989K Buy
1,846
+259
+16% +$159K 0.38% 66
2021
Q3 		$1.06M Sell
1,587
-401
-20% -$276K 0.56% 49
2021
Q2 		$1.35M Buy
+1,988
New +$1.29M 0.64% 40

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Okabena Investment Services's RH Position: Q4 2023 in Review

Okabena Investment Services sold out of RH (RH) in Q4 2023, closing a stake of 2,152 shares — an estimated $569K sold.

Okabena Investment Services first reported a position in RH in Q2 2021 and held it in 9 quarters. The position peaked at $1.83M in Q1 2023. 399 funds tracked by Wall St. Rank hold RH as of Q4 2023.

  • Okabena Investment Services reported no remaining RH position as of Q4 2023 after selling out during the quarter.
  • Okabena Investment Services sold 2,152 RH shares in Q4 2023, an estimated $569K.
  • Okabena Investment Services first reported a position in RH in Q2 2021 and held it in 9 quarters.
  • Okabena Investment Services's RH position peaked at $1.83M in Q1 2023.
  • 399 funds tracked by Wall St. Rank held RH as of Q4 2023.

Based on Okabena Investment Services's 13F filing for Q4 2023, filed 14 Feb 2024.