PF
RH icon

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 – 335
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 – 391
2021
Q1 		$1.17M Buy
+1,955
New +$964K 0.03% 273

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 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 $2.9T AUM 29.55% 1-Year Est. Return