Edmond de Rothschild Holding’s VanEck Fallen Angel High Yield Bond ETF ANGL Stock Holding History

Edmond de Rothschild Holding’s Portfolio ANGL Stock Details ANGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,390	Closed	-$194K	–	787
2022 Q3	$194K	Hold	7,390	–	–	0.01%	466
2022 Q2	$200K	Hold	7,390	–	–	﹤0.01%	485
2022 Q1	$225K	Buy	7,390 +960	+15%	+$29.8K	﹤0.01%	480
2021 Q4	$212K	Buy	6,430 +3,130	+95%	+$103K	﹤0.01%	528
2021 Q3	$109K	Hold	3,300	–	–	﹤0.01%	615
2021 Q2	$109K	Hold	3,300	–	–	﹤0.01%	602
2021 Q1	$105K	Buy	+3,300	New	+$106K	﹤0.01%	559

Other funds holding ANGL

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Edmond de Rothschild Holding's ANGL Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of VanEck Fallen Angel High Yield Bond ETF (ANGL) in Q4 2022, closing a stake of 7,390 shares — an estimated $194K sold.

Edmond de Rothschild Holding first reported a position in ANGL in Q1 2021 and held it in 7 quarters. The position peaked at $225K in Q1 2022. 317 funds tracked by Wall St. Rank hold ANGL as of Q4 2022.

Edmond de Rothschild Holding reported no remaining VanEck Fallen Angel High Yield Bond ETF position as of Q4 2022 after selling out during the quarter.
Edmond de Rothschild Holding sold 7,390 VanEck Fallen Angel High Yield Bond ETF shares in Q4 2022, an estimated $194K.
Edmond de Rothschild Holding first reported a position in VanEck Fallen Angel High Yield Bond ETF in Q1 2021 and held it in 7 quarters.
Edmond de Rothschild Holding's VanEck Fallen Angel High Yield Bond ETF position peaked at $225K in Q1 2022.
317 funds tracked by Wall St. Rank held VanEck Fallen Angel High Yield Bond ETF as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.