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SVA Wealth Management’s Robert Half RHI Stock Holding History

SVA 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
2020
Q4 		$2.15M Buy
34,424
+1,383
+4% +$82.5K 0.19% 92
2020
Q3 		$1.75M Sell
33,041
-13,447
-29% -$716K 0.17% 101
2020
Q2 		$2.46M Sell
46,488
-1,244
-3% -$59.1K 0.26% 75
2020
Q1 		$1.8M Sell
47,732
-10,861
-19% -$588K 0.21% 85
2019
Q4 		$3.7M Sell
58,593
-237
-0.4% -$13.8K 0.34% 64
2019
Q3 		$3.27M Sell
58,830
-1,954
-3% -$110K 0.32% 65
2019
Q2 		$3.46M Buy
60,784
+1,526
+3% +$91.1K 0.34% 64
2019
Q1 		$3.86M Buy
59,258
+2,676
+5% +$170K 0.37% 60
2018
Q4 		$3.24M Sell
56,582
-707
-1% -$43.4K 0.36% 64
2018
Q3 		$4.03M Sell
57,289
-662
-1% -$48.5K 0.41% 58
2018
Q2 		$3.77M Sell
57,951
-5,673
-9% -$360K 0.41% 57
2018
Q1 		$3.2M Buy
63,624
+2,625
+4% +$150K 0.4% 71
2017
Q4 		$3.39M Sell
60,999
-2,625
-4% -$140K 0.4% 66
2017
Q3 		$3.2M Sell
63,624
-2,159
-3% -$99.8K 0.4% 71
2017
Q2 		$3.15M Sell
65,783
-400
-0.6% -$18.7K 0.41% 69
2017
Q1 		$3.23M Sell
66,183
-8,044
-11% -$389K 0.44% 68
2016
Q4 		$3.62M Buy
74,227
+1,495
+2% +$64K 0.54% 62
2016
Q3 		$2.75M Buy
72,732
+10,081
+16% +$384K 0.43% 72
2016
Q2 		$2.39M Buy
+62,651
New +$2.56M 0.39% 75

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's RHI Position: Q4 2020 in Review

SVA Wealth Management increased its Robert Half (RHI) stake by 4.2% in Q4 2020, buying an estimated $82.5K and bringing the position to 34,424 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #92.

SVA Wealth Management first reported a position in RHI in Q2 2016 and has held it in 19 quarters since. The position peaked at $4.03M in Q3 2018. 475 funds tracked by Wall St. Rank hold RHI as of Q4 2020.

  • SVA Wealth Management held 34,424 shares of Robert Half worth $2.15M as of Q4 2020.
  • SVA Wealth Management bought 1,383 Robert Half shares in Q4 2020, an estimated $82.5K.
  • Robert Half made up 0.19% of SVA Wealth Management's portfolio in Q4 2020, its #92 holding.
  • SVA Wealth Management first reported a position in Robert Half in Q2 2016 and has held it in 19 quarters since.
  • SVA Wealth Management's Robert Half position peaked at $4.03M in Q3 2018.
  • 475 funds tracked by Wall St. Rank held Robert Half as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.