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UBP Investment Advisors’s Robert Half RHI Stock Holding History

UBP Investment Advisors’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
2022
Q3 		$860K Hold
11,213
– – 0.44% 35
2022
Q2 		$840K Buy
11,213
+7,494
+202% +$711K 0.34% 45
2022
Q1 		$420K Sell
3,719
-1,432
-28% -$165K 0.16% 79
2021
Q4 		$570K Buy
5,151
+53
+1% +$5.9K 0.21% 68
2021
Q3 		$510K Sell
5,098
-1,893
-27% -$185K 0.2% 67
2021
Q2 		$620K Buy
+6,991
New +$610K 0.23% 81

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBP Investment Advisors's RHI Position: Q3 2022 in Review

UBP Investment Advisors held its Robert Half (RHI) position steady in Q3 2022 at 11,213 shares worth $860K. The position accounts for 0.44% of the portfolio, ranked #35.

UBP Investment Advisors first reported a position in RHI in Q2 2021 and has held it in 6 quarters since. 529 funds tracked by Wall St. Rank hold RHI as of Q3 2022.

  • UBP Investment Advisors held 11,213 shares of Robert Half worth $860K as of Q3 2022.
  • UBP Investment Advisors left its Robert Half share count unchanged in Q3 2022.
  • Robert Half made up 0.44% of UBP Investment Advisors's portfolio in Q3 2022, its #35 holding.
  • UBP Investment Advisors first reported a position in Robert Half in Q2 2021 and has held it in 6 quarters since.
  • 529 funds tracked by Wall St. Rank held Robert Half as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.