Utah Retirement Systems’s RH RH Stock Holding History

Utah Retirement Systems’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
2025 Q1	–	Sell	-840	Closed	-$331K	–	977
2024 Q4	$331K	Hold	840	–	–	﹤0.01%	857
2024 Q3	$281K	Buy	+840	New	+$231K	﹤0.01%	906
2024 Q2	–	Sell	-840	Closed	-$293K	–	995
2024 Q1	$293K	Sell	840 -1,800	-68%	-$491K	﹤0.01%	874
2023 Q4	$770K	Sell	2,640 -300	-10%	-$77.5K	0.01%	766
2023 Q3	$777K	Buy	2,940 +154	+6%	+$53.5K	0.01%	764
2023 Q2	$918K	Sell	2,786 -400	-13%	-$105K	0.01%	753
2023 Q1	$776K	Sell	3,186 -263	-8%	-$76.3K	0.01%	793
2022 Q4	$922K	Sell	3,449 -100	-3%	-$26.1K	0.01%	714
2022 Q3	$873K	Buy	3,549 +449	+14%	+$121K	0.01%	716
2022 Q2	$658K	Hold	3,100	–	–	0.01%	792
2022 Q1	$1.01M	Sell	3,100 -100	-3%	-$40K	0.01%	755
2021 Q4	$1.72M	Buy	3,200 +100	+3%	+$61.5K	0.02%	629
2021 Q3	$2.07M	Buy	3,100 +2,200	+244%	+$1.51M	0.03%	552
2021 Q2	$611K	Buy	+900	New	+$584K	0.01%	833

Other funds holding RH

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Atreides Management Boston, Massachusetts $4.1B AUM 78.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return