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Polen Capital Management’s
RH
RH
Stock Holding History
Polen Capital Management’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
2024
Q3
–
Sell
-8,283
Closed
-$2.02M
–
125
2024
Q2
$2.02M
Sell
8,283
-8,035
-49%
-$2.11M
0.01%
83
2024
Q1
$5.68M
Sell
16,318
-427
-3%
-$116K
0.01%
64
2023
Q4
$4.88M
Sell
16,745
-1,659
-9%
-$428K
0.01%
79
2023
Q3
$4.87M
Sell
18,404
-239
-1%
-$83.1K
0.01%
71
2023
Q2
$6.14M
Sell
18,643
-873
-4%
-$228K
0.02%
63
2023
Q1
$4.75M
Buy
19,516
+7,292
+60%
+$2.12M
0.01%
67
2022
Q4
$3.27M
Buy
12,224
+7,164
+142%
+$1.87M
0.01%
70
2022
Q3
$1.25M
Buy
5,060
+10
+0.2%
+$2.7K
﹤0.01%
78
2022
Q2
$1.07M
Sell
5,050
-7,031
-58%
-$2.09M
﹤0.01%
79
2022
Q1
$3.94M
Buy
12,081
+1,789
+17%
+$716K
0.01%
72
2021
Q4
$5.52M
Buy
10,292
+2,996
+41%
+$1.84M
0.01%
66
2021
Q3
$4.87M
Buy
+7,296
New
+$5.02M
0.01%
64
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1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$1.65B AUM
26.47%
1-Year Est. Return
AM
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Boston, Massachusetts
$4.1B AUM
78.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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