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RH · HD in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • RH
  • HD
0204060202120222023202420252026
Holders and value by quarter
QuarterRHHD
Q3 202019 holders, $3.8bn34 holders, $35.3bn
Q4 202010 holders, $4.5bn35 holders, $33.8bn
Q1 202120 holders, $5.5bn28 holders, $38.9bn
Q2 202120 holders, $6.8bn23 holders, $40.0bn
Q3 202116 holders, $6.6bn19 holders, $40.3bn
Q4 202118 holders, $5.1bn28 holders, $49.9bn
Q1 202215 holders, $2.8bn38 holders, $33.3bn
Q2 202217 holders, $1.8bn36 holders, $29.9bn
Q3 202215 holders, $2.1bn33 holders, $29.8bn
Q4 202215 holders, $2.5bn24 holders, $33.3bn
Q1 202314 holders, $1.3bn25 holders, $31.2bn
Q2 202318 holders, $2.0bn31 holders, $32.5bn
Q3 202314 holders, $1.0bn37 holders, $31.3bn
Q4 202314 holders, $1.4bn30 holders, $34.1bn
Q1 202419 holders, $1.9bn31 holders, $36.5bn
Q2 202415 holders, $1.3bn34 holders, $29.2bn
Q3 202414 holders, $2.0bn37 holders, $34.4bn
Q4 202415 holders, $2.1bn42 holders, $31.7bn
Q1 202513 holders, $1.1bn36 holders, $27.8bn
Q2 202515 holders, $948m40 holders, $28.8bn
Q3 202510 holders, $994m36 holders, $33.0bn
Q4 202512 holders, $521m38 holders, $28.9bn
Q1 20264 holders, $151m35 holders, $30.6bn
Q2 20266 holders, $253m31 holders, $34.8bn
RH

RH

Holders
14
Reported value
$2.0bn
Buyers
6
Sellers
8

Breadth -2 among 94 comparable managers.

HD

Home Depot Inc

Holders
37
Reported value
$34.4bn
Buyers
17
Sellers
20

Breadth -3 among 94 comparable managers.

Who holds both, Q3 2024

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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