Veritable’s Robert Half RHI Stock Holding History

Veritable’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 Q2	–	Sell	-1,768	Closed	-$202K	–	958
2022 Q1	$202K	Buy	+1,768	New	+$204K	﹤0.01%	861
2020 Q1	–	Sell	-3,560	Closed	-$225K	–	810
2019 Q4	$225K	Buy	+3,560	New	+$207K	﹤0.01%	755
2019 Q3	–	Sell	-3,533	Closed	-$201K	–	819
2019 Q2	$201K	Buy	3,533 +5	+0.1%	+$298	﹤0.01%	766
2019 Q1	$230K	Buy	3,528 +13	+0.4%	+$825	﹤0.01%	722
2018 Q4	$201K	Buy	3,515 +207	+6%	+$12.7K	﹤0.01%	734
2018 Q3	$233K	Sell	3,308 -32	-1%	-$2.34K	﹤0.01%	727
2018 Q2	$217K	Buy	+3,340	New	+$212K	﹤0.01%	738
2015 Q2	–	Sell	-3,822	Closed	-$231K	–	849
2015 Q1	$231K	Buy	3,822 +101	+3%	+$6.07K	﹤0.01%	835
2014 Q4	$217K	Buy	+3,721	New	+$202K	﹤0.01%	859
2014 Q3	–	Sell	-4,484	Closed	-$214K	–	979
2014 Q2	$214K	Sell	4,484 -729	-14%	-$32.7K	﹤0.01%	868
2014 Q1	$219K	Buy	+5,213	New	+$215K	﹤0.01%	834
2013 Q3	–	Sell	-25,452	Closed	-$846K	–	965
2013 Q2	$846K	Buy	+25,452	New	+$877K	0.02%	440

Other funds holding RHI

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

BlackRock New York $5.7T 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 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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CIBC Private Wealth Group

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return