SF
RHI icon

Summit Financial’s Robert Half RHI Stock Holding History

Summit Financial’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
2025
Q1 		– Sell
-4,344
Closed -$306K – 735
2024
Q4 		$306K Buy
+4,344
New +$310K 0.01% 534

Other funds holding RHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Summit Financial's RHI Position: Q1 2025 in Review

Summit Financial sold out of Robert Half (RHI) in Q1 2025, closing a stake of 4,344 shares — an estimated $306K sold.

Summit Financial first reported a position in RHI in Q4 2024 and held it in 1 quarter. The position peaked at $306K in Q4 2024. 441 funds tracked by Wall St. Rank hold RHI as of Q1 2025.

  • Summit Financial reported no remaining Robert Half position as of Q1 2025 after selling out during the quarter.
  • Summit Financial sold 4,344 Robert Half shares in Q1 2025, an estimated $306K.
  • Summit Financial first reported a position in Robert Half in Q4 2024 and held it in 1 quarter.
  • Summit Financial's Robert Half position peaked at $306K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Robert Half as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.