Valley National Advisers’s Robert Half RHI Stock Holding History

Valley National Advisers’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	-27	Closed	-$1K	–	1061
2024 Q2	$1K	Sell	27 -26	-49%	-$1.78K	﹤0.01%	1116
2024 Q1	$4K	Sell	53 -2,110	-98%	-$170K	﹤0.01%	835
2023 Q4	$189K	Sell	2,163 -666	-24%	-$52.9K	0.03%	238
2023 Q3	$207K	Sell	2,829 -768	-21%	-$58.3K	0.04%	235
2023 Q2	$271K	Buy	3,597 +276	+8%	+$19.7K	0.05%	219
2023 Q1	$242K	Buy	3,321 +515	+18%	+$40.9K	0.04%	228
2022 Q4	$213K	Buy	2,806 +2,747	+4,656%	+$210K	0.04%	234
2022 Q3	$5K	Buy	+59	New	+$4.61K	﹤0.01%	681
2019 Q1	–	Sell	-90	Closed	-$5K	–	802
2018 Q4	$5K	Buy	90 +38	+73%	+$2.33K	﹤0.01%	533
2018 Q3	$4K	Buy	+52	New	+$3.81K	﹤0.01%	532

Other funds holding RHI

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

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

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

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