WDC
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Woodward Diversified Capital’s RH RH Stock Holding History

Woodward Diversified Capital’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
2024
Q4 		– Sell
-1,100
Closed -$368K – 160
2024
Q3 		$368K Sell
1,100
-100
-8% -$27.5K 0.23% 106
2024
Q2 		$293K Hold
1,200
– – 0.17% 124
2024
Q1 		$418K Sell
1,200
-240
-17% -$65.4K 0.26% 100
2023
Q4 		$420K Sell
1,440
-1,769
-55% -$457K 0.26% 97
2023
Q3 		$848K Buy
+3,209
New +$1.12M 0.61% 49
2022
Q1 		– Sell
-1,830
Closed -$981K – 188
2021
Q4 		$981K Buy
1,830
+137
+8% +$84.3K 0.58% 49
2021
Q3 		$1.13M Buy
1,693
+493
+41% +$339K 0.71% 36
2021
Q2 		$815K Sell
1,200
-130
-10% -$84.4K 0.47% 60
2021
Q1 		$793K Buy
1,330
+100
+8% +$49.3K 0.47% 60
2020
Q4 		$550K Buy
+1,230
New +$507K 0.36% 67

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return