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Pathstone Family Office’s Robert Half RHI Stock Holding History

Pathstone Family Office’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
2023
Q3 		$14.2M Buy
193,757
+718
+0.4% +$54.5K 0.11% 126
2023
Q2 		$14.5M Buy
193,039
+1,004
+0.5% +$71.7K 0.21% 79
2023
Q1 		$15.5M Sell
192,035
-221,091
-54% -$17.5M 0.25% 69
2022
Q4 		$411K Buy
413,126
+131
+0% +$9.99K ﹤0.01% 1179
2022
Q3 		$31.6M Buy
412,995
+205,918
+99% +$16.1M 0.29% 59
2022
Q2 		$15.5M Buy
207,077
+508
+0.2% +$48.2K 0.34% 53
2022
Q1 		$23.6M Sell
206,569
-8,989
-4% -$1.04M 0.55% 32
2021
Q4 		$24M Buy
215,558
+25
+0% +$2.78K 0.6% 29
2021
Q3 		$21.6M Sell
215,533
-1,319
-0.6% -$129K 0.63% 28
2021
Q2 		$19.3M Sell
216,852
-1,141
-0.5% -$99.5K 0.58% 27
2021
Q1 		$17M Sell
217,993
-2,187
-1% -$159K 0.58% 30
2020
Q4 		$13.8M Sell
220,180
-671
-0.3% -$40K 0.56% 31
2020
Q3 		$11.7M Hold
220,851
– – 1.27% 17
2020
Q2 		$11.7M Sell
220,851
-4,239
-2% -$201K 1.38% 17
2020
Q1 		$8.5M Sell
225,090
-33,807
-13% -$1.83M 1.21% 17
2019
Q4 		$163M Sell
258,897
-8,231
-3% -$478K 1.77% 15
2019
Q3 		$14.9M Sell
267,128
-7,854
-3% -$443K 1.94% 12
2019
Q2 		$15.7M Sell
274,982
-6,837
-2% -$408K 1.85% 11
2019
Q1 		$18.4M Buy
281,819
+281,737
+343,582% +$17.9M 2.34% 10
2018
Q4 		$5K Buy
+82
New +$5.03K ﹤0.01% 379

Other funds holding RHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pathstone Family Office's RHI Position: Q3 2023 in Review

Pathstone Family Office increased its Robert Half (RHI) stake by 0.37% in Q3 2023, buying an estimated $54.5K and bringing the position to 193,757 shares worth $14.2M. The position accounts for 0.11% of the portfolio, ranked #126.

Pathstone Family Office first reported a position in RHI in Q4 2018 and has held it in 20 quarters since. The position peaked at $163M in Q4 2019. 507 funds tracked by Wall St. Rank hold RHI as of Q3 2023.

  • Pathstone Family Office held 193,757 shares of Robert Half worth $14.2M as of Q3 2023.
  • Pathstone Family Office bought 718 Robert Half shares in Q3 2023, an estimated $54.5K.
  • Robert Half made up 0.11% of Pathstone Family Office's portfolio in Q3 2023, its #126 holding.
  • Pathstone Family Office first reported a position in Robert Half in Q4 2018 and has held it in 20 quarters since.
  • Pathstone Family Office's Robert Half position peaked at $163M in Q4 2019.
  • 507 funds tracked by Wall St. Rank held Robert Half as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.