Sugarloaf Wealth Management’s Robert Half RHI Stock Holding History

Sugarloaf Wealth Management’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
2024 Q3	–	Sell	-36	Closed	-$2.3K	–	709
2024 Q2	$2.3K	Hold	36	–	–	﹤0.01%	582
2024 Q1	$2.85K	Hold	36	–	–	﹤0.01%	573
2023 Q4	$3.17K	Hold	36	–	–	﹤0.01%	576
2023 Q3	$2.64K	Hold	36	–	–	﹤0.01%	587
2023 Q2	$2.71K	Hold	36	–	–	﹤0.01%	598
2023 Q1	$2.9K	Sell	36 -13	-27%	-$1.03K	﹤0.01%	587
2022 Q4	$3.63K	Sell	49 -1	-2%	-$76	﹤0.01%	616
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	652
2022 Q2	$4K	Buy	50 +1	+2%	+$95	﹤0.01%	640
2022 Q1	$6K	Sell	49 -1	-2%	-$115	﹤0.01%	554
2021 Q4	$5K	Hold	50	–	–	﹤0.01%	596
2021 Q3	$5K	Buy	50 +1	+2%	+$98	﹤0.01%	613
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	625
2021 Q1	$4	Hold	49	–	–	﹤0.01%	615
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	608
2020 Q3	$3K	Hold	49	–	–	﹤0.01%	584
2020 Q2	$3K	Hold	49	–	–	﹤0.01%	577
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	609
2019 Q4	$3K	Buy	+49	New	+$2.85K	﹤0.01%	609

Other funds holding RHI

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's RHI Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Robert Half (RHI) in Q3 2024, closing a stake of 36 shares — an estimated $2.3K sold.

Sugarloaf Wealth Management first reported a position in RHI in Q4 2019 and held it in 19 quarters. The position peaked at $6K in Q1 2022. 469 funds tracked by Wall St. Rank hold RHI as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Robert Half position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 36 Robert Half shares in Q3 2024, an estimated $2.3K.
Sugarloaf Wealth Management first reported a position in Robert Half in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Robert Half position peaked at $6K in Q1 2022.
469 funds tracked by Wall St. Rank held Robert Half as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.