SMFG
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Sumitomo Mitsui Financial Group’s RH RH Stock Holding History

Sumitomo Mitsui 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
Q4 		– Sell
-485
Closed -$126K – 176
2023
Q3 		$126K Buy
485
+200
+70% +$69.5K ﹤0.01% 126
2023
Q2 		$91.8K Hold
285
– – ﹤0.01% 139
2023
Q1 		$67.7K Hold
285
– – ﹤0.01% 147
2022
Q4 		$76.5K Sell
285
-2,600
-90% -$678K ﹤0.01% 148
2022
Q3 		$723K Sell
2,885
-3,110
-52% -$840K 0.03% 127
2022
Q2 		$1.42M Sell
5,995
-1,320
-18% -$392K 0.04% 121
2022
Q1 		$2.44M Buy
7,315
+6,300
+621% +$2.52M 0.07% 103
2021
Q4 		$542K Buy
1,015
+232
+30% +$143K 0.02% 134
2021
Q3 		$544K Buy
783
+663
+553% +$456K 0.01% 134
2021
Q2 		$83K Sell
120
-285
-70% -$185K ﹤0.01% 143
2021
Q1 		$243K Buy
+405
New +$200K 0.01% 143

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Sumitomo Mitsui Financial Group's RH Position: Q4 2023 in Review

Sumitomo Mitsui Financial Group sold out of RH (RH) in Q4 2023, closing a stake of 485 shares — an estimated $126K sold.

Sumitomo Mitsui Financial Group first reported a position in RH in Q1 2021 and held it in 11 quarters. The position peaked at $2.44M in Q1 2022. 399 funds tracked by Wall St. Rank hold RH as of Q4 2023.

  • Sumitomo Mitsui Financial Group reported no remaining RH position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 485 RH shares in Q4 2023, an estimated $126K.
  • Sumitomo Mitsui Financial Group first reported a position in RH in Q1 2021 and held it in 11 quarters.
  • Sumitomo Mitsui Financial Group's RH position peaked at $2.44M in Q1 2022.
  • 399 funds tracked by Wall St. Rank held RH as of Q4 2023.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2023, filed 8 Feb 2024.