UWS
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Unique Wealth Strategies’s Robert Half RHI Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-5
Closed -$396 – 569
2024
Q2 		$396 Buy
+5
New +$343 ﹤0.01% 621
2024
Q1 		– Sell
-8,330
Closed -$732K – 207
2023
Q4 		$732K Buy
+8,330
New +$662K 0.49% 74

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's RHI Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Robert Half (RHI) in Q3 2024, closing a stake of 5 shares — an estimated $396 sold.

Unique Wealth Strategies first reported a position in RHI in Q4 2023 and held it in 2 quarters. The position peaked at $732K in Q4 2023. 469 funds tracked by Wall St. Rank hold RHI as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Robert Half position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 5 Robert Half shares in Q3 2024, an estimated $396.
  • Unique Wealth Strategies first reported a position in Robert Half in Q4 2023 and held it in 2 quarters.
  • Unique Wealth Strategies's Robert Half position peaked at $732K in Q4 2023.
  • 469 funds tracked by Wall St. Rank held Robert Half as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.