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Steward Financial Group’s Robert Half RHI Stock Holding History

Steward Financial Group’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 		$6K Buy
+85
New +$6.45K ﹤0.01% 563
2022
Q3 		– Sell
-166
Closed -$12K – 1047
2022
Q2 		$12K Sell
166
-88
-35% -$8.35K 0.01% 219
2022
Q1 		$29K Buy
+254
New +$29.3K 0.03% 128

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

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

Steward Financial Group opened a new position in Robert Half (RHI) in Q3 2023: 85 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #563 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in RHI as recently as Q2 2022.

Steward Financial Group first reported a position in RHI in Q1 2022 and has held it in 3 quarters since. The position peaked at $29K in Q1 2022. 507 funds tracked by Wall St. Rank hold RHI as of Q3 2023.

  • Steward Financial Group held 85 shares of Robert Half worth $6K as of Q3 2023.
  • Robert Half was a new Steward Financial Group position in Q3 2023.
  • Robert Half made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #563 holding.
  • Steward Financial Group first reported a position in Robert Half in Q1 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Robert Half position peaked at $29K in Q1 2022.
  • 507 funds tracked by Wall St. Rank held Robert Half as of Q3 2023.

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