Sugarloaf Wealth Management’s RH RH Stock Holding History

Sugarloaf Wealth 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 Q4	$18.5K	Hold	47	–	–	﹤0.01%	415
2024 Q3	$15.7K	Hold	47	–	–	﹤0.01%	450
2024 Q2	$11.5K	Hold	47	–	–	﹤0.01%	461
2024 Q1	$16.4K	Hold	47	–	–	﹤0.01%	434
2023 Q4	$13.7K	Hold	47	–	–	﹤0.01%	451
2023 Q3	$12.4K	Hold	47	–	–	﹤0.01%	439
2023 Q2	$15.5K	Hold	47	–	–	﹤0.01%	423
2023 Q1	$11.4K	Hold	47	–	–	﹤0.01%	457
2022 Q4	$12.6K	Sell	47 -16	-25%	-$4.17K	﹤0.01%	468
2022 Q3	$16K	Sell	63 -200	-76%	-$54K	﹤0.01%	450
2022 Q2	$56K	Hold	263	–	–	0.01%	269
2022 Q1	$86K	Buy	263 +40	+18%	+$16K	0.02%	207
2021 Q4	$120K	Buy	223 +30	+16%	+$18.5K	0.03%	179
2021 Q3	$129K	Buy	193 +5	+3%	+$3.44K	0.03%	163
2021 Q2	$128K	Buy	188 +6	+3%	+$3.9K	0.03%	159
2021 Q1	$109	Sell	182 -33	-15%	-$16.3K	0.03%	175
2020 Q4	$96K	Buy	215 +20	+10%	+$8.24K	0.03%	181
2020 Q3	$75K	Sell	195 -50	-20%	-$15.8K	0.03%	183
2020 Q2	$61K	Sell	245 -225	-48%	-$40.8K	0.02%	209
2020 Q1	$47K	Buy	470 +270	+135%	+$50.3K	0.02%	228
2019 Q4	$43K	Buy	+200	New	+$39K	0.02%	267

Other funds holding RH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's RH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its RH (RH) position steady in Q4 2024 at 47 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Sugarloaf Wealth Management first reported a position in RH in Q4 2019 and has held it in 21 quarters since. The position peaked at $129K in Q3 2021. 424 funds tracked by Wall St. Rank hold RH as of Q4 2024.

Sugarloaf Wealth Management held 47 shares of RH worth $18.5K as of Q4 2024.
Sugarloaf Wealth Management left its RH share count unchanged in Q4 2024.
RH made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #415 holding.
Sugarloaf Wealth Management first reported a position in RH in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's RH position peaked at $129K in Q3 2021.
424 funds tracked by Wall St. Rank held RH as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.