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Steward Financial Group’s RH RH Stock Holding History

Steward Financial Group’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
Q3 		$3K Buy
+13
New +$4.52K ﹤0.01% 872
2023
Q2 		– Sell
-11
Closed -$2K – 888
2023
Q1 		$2K Buy
11
+8
+267% +$2.32K ﹤0.01% 525
2022
Q4 		$0 Buy
+3
New +$782 ﹤0.01% 768

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $14.3B AUM 116.01% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Steward Financial Group's RH Position: Q3 2023 in Review

Steward Financial Group opened a new position in RH (RH) in Q3 2023: 13 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in RH as recently as Q1 2023.

Steward Financial Group first reported a position in RH in Q4 2022 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold RH as of Q3 2023.

  • Steward Financial Group held 13 shares of RH worth $3K as of Q3 2023.
  • RH was a new Steward Financial Group position in Q3 2023.
  • RH made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #872 holding.
  • Steward Financial Group first reported a position in RH in Q4 2022 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held RH as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.