UCFA
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United Capital Financial Advisors’s RH RH Stock Holding History

United Capital Financial Advisors’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
2021
Q4 		– Sell
-316
Closed -$211K – 1235
2021
Q3 		$211K Buy
+316
New +$217K ﹤0.01% 1128
2020
Q3 		– Sell
-2,990
Closed -$744K – 1221
2020
Q2 		$744K Sell
2,990
-1,489
-33% -$270K 0.01% 742
2020
Q1 		$450K Sell
4,479
-638
-12% -$119K ﹤0.01% 853
2019
Q4 		$1.09M Sell
5,117
-2,160
-30% -$421K 0.01% 745
2019
Q3 		$1.24M Sell
7,277
-1,026
-12% -$146K 0.01% 683
2019
Q2 		$960K Buy
+8,303
New +$857K 0.01% 826
2015
Q4 		– Sell
-2,896
Closed -$270K – 1274
2015
Q3 		$270K Sell
2,896
-450
-13% -$44.3K ﹤0.01% 1081
2015
Q2 		$327K Buy
+3,346
New +$309K ﹤0.01% 1053

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return