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Phoenix Financial’s RH RH Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-1,575
Closed -$399K – 333
2022
Q3 		$399K Sell
1,575
-526
-25% -$142K 0.01% 258
2022
Q2 		$494K Sell
2,101
-1,256
-37% -$373K 0.01% 281
2022
Q1 		$1.13M Sell
3,357
-81
-2% -$32.4K 0.02% 253
2021
Q4 		$1.84M Buy
3,438
+1,201
+54% +$739K 0.03% 206
2021
Q3 		$1.55M Buy
+2,237
New +$1.54M 0.03% 237
2021
Q2 		– Sell
-1,955
Closed -$1.17M – 389
2021
Q1 		$1.17M Buy
+1,955
New +$964K 0.03% 273

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phoenix Financial's RH Position: Q4 2022 in Review

Phoenix Financial sold out of RH (RH) in Q4 2022, closing a stake of 1,575 shares — an estimated $399K sold.

Phoenix Financial first reported a position in RH in Q1 2021 and held it in 6 quarters. The position peaked at $1.84M in Q4 2021. 416 funds tracked by Wall St. Rank hold RH as of Q4 2022.

  • Phoenix Financial reported no remaining RH position as of Q4 2022 after selling out during the quarter.
  • Phoenix Financial sold 1,575 RH shares in Q4 2022, an estimated $399K.
  • Phoenix Financial first reported a position in RH in Q1 2021 and held it in 6 quarters.
  • Phoenix Financial's RH position peaked at $1.84M in Q4 2021.
  • 416 funds tracked by Wall St. Rank held RH as of Q4 2022.

Based on Phoenix Financial's 13F filing for Q4 2022, filed 13 Feb 2023.