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Surevest’s RH RH Stock Holding History

Surevest’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
2020
Q2 		– Sell
-28,737
Closed -$2.89M – 95
2020
Q1 		$2.89M Buy
+28,737
New +$5.36M 1.57% 9

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Surevest's RH Position: Q2 2020 in Review

Surevest sold out of RH (RH) in Q2 2020, closing a stake of 28,737 shares — an estimated $2.89M sold.

Surevest first reported a position in RH in Q1 2020 and held it in 1 quarter. The position peaked at $2.89M in Q1 2020. 302 funds tracked by Wall St. Rank hold RH as of Q2 2020.

  • Surevest reported no remaining RH position as of Q2 2020 after selling out during the quarter.
  • Surevest sold 28,737 RH shares in Q2 2020, an estimated $2.89M.
  • Surevest first reported a position in RH in Q1 2020 and held it in 1 quarter.
  • Surevest's RH position peaked at $2.89M in Q1 2020.
  • 302 funds tracked by Wall St. Rank held RH as of Q2 2020.

Based on Surevest's 13F filing for Q2 2020, filed 15 Jul 2020.