SFM
RH icon

Systematic Financial Management’s RH RH Stock Holding History

Systematic Financial Management’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
2019
Q3 		– Sell
-2,235
Closed -$258K – 620
2019
Q2 		$258K Sell
2,235
-2,460
-52% -$254K 0.01% 572
2019
Q1 		$483K Buy
4,695
+1,210
+35% +$165K 0.02% 562
2018
Q4 		$418K Sell
3,485
-1,600
-31% -$192K 0.01% 577
2018
Q3 		$666K Buy
5,085
+1,210
+31% +$170K 0.02% 586
2018
Q2 		$541K Hold
3,875
– – 0.01% 579
2018
Q1 		$369K Buy
+3,875
New +$344K 0.01% 602
2017
Q4 		– Sell
-6
Closed – – 661
2017
Q3 		$0 Sell
6
-2,727
-100% -$171K ﹤0.01% 660
2017
Q2 		$176K Sell
2,733
-44,267
-94% -$2.34M ﹤0.01% 628
2017
Q1 		$2.17M Buy
+47,000
New +$1.45M 0.04% 322

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return