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Willow Creek Wealth Management’s Robert Half RHI Stock Holding History

Willow Creek Wealth Management’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
Q3 		– Sell
-113,763
Closed -$8.52M – 131
2022
Q2 		$8.52M Hold
113,763
– – 1.58% 14
2022
Q1 		$13M Hold
113,763
– – 2.61% 9
2021
Q4 		$12.7M Buy
113,763
+100
+0.1% +$11.1K 2.62% 9
2021
Q3 		$11.4M Sell
113,663
-21,035
-16% -$2.06M 2.53% 9
2021
Q2 		$12M Buy
+134,698
New +$11.7M 2.86% 8

Other funds holding RHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Willow Creek Wealth Management's RHI Position: Q3 2022 in Review

Willow Creek Wealth Management sold out of Robert Half (RHI) in Q3 2022, closing a stake of 113,763 shares — an estimated $8.52M sold.

Willow Creek Wealth Management first reported a position in RHI in Q2 2021 and held it in 5 quarters. The position peaked at $13M in Q1 2022. 528 funds tracked by Wall St. Rank hold RHI as of Q3 2022.

  • Willow Creek Wealth Management reported no remaining Robert Half position as of Q3 2022 after selling out during the quarter.
  • Willow Creek Wealth Management sold 113,763 Robert Half shares in Q3 2022, an estimated $8.52M.
  • Willow Creek Wealth Management first reported a position in Robert Half in Q2 2021 and held it in 5 quarters.
  • Willow Creek Wealth Management's Robert Half position peaked at $13M in Q1 2022.
  • 528 funds tracked by Wall St. Rank held Robert Half as of Q3 2022.

Based on Willow Creek Wealth Management's 13F filing for Q3 2022, filed 31 Oct 2022.