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Edmond de Rothschild Holding’s ATI ATI Stock Holding History

Edmond de Rothschild Holding’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,651
Closed -$146K – 582
2024
Q4 		$146K Hold
2,651
– – ﹤0.01% 430
2024
Q3 		$177K Hold
2,651
– – ﹤0.01% 431
2024
Q2 		$147K Hold
2,651
– – ﹤0.01% 458
2024
Q1 		$136K Hold
2,651
– – ﹤0.01% 469
2023
Q4 		$121K Buy
2,651
+1,800
+212% +$74.7K ﹤0.01% 483
2023
Q3 		$35K Hold
851
– – ﹤0.01% 597
2023
Q2 		$37.6K Sell
851
-90
-10% -$3.44K ﹤0.01% 601
2023
Q1 		$37.1K Buy
+941
New +$35.5K ﹤0.01% 616
2020
Q2 		– Sell
-273,000
Closed -$2.32M – 608
2020
Q1 		$2.32M Buy
273,000
+78,000
+40% +$1.25M 0.12% 159
2019
Q4 		$4.03M Sell
195,000
-109,200
-36% -$2.37M 0.16% 129
2019
Q3 		$6.16M Sell
304,200
-42,130
-12% -$891K 0.25% 99
2019
Q2 		$8.73M Buy
346,330
+30,000
+9% +$731K 0.33% 78
2019
Q1 		$8.09M Sell
316,330
-42,500
-12% -$1.12M 0.28% 87
2018
Q4 		$7.81M Sell
358,830
-96,010
-21% -$2.49M 0.27% 85
2018
Q3 		$13.4M Sell
454,840
-50,000
-10% -$1.34M 0.38% 63
2018
Q2 		$12.7M Sell
504,840
-146,900
-23% -$3.97M 0.36% 66
2018
Q1 		$15.4M Buy
651,740
+10,540
+2% +$283K 0.45% 62
2017
Q4 		$15.5M Sell
641,200
-557,760
-47% -$13.3M 0.44% 67
2017
Q3 		$28.7M Sell
1,198,960
-216,840
-15% -$4.29M 0.82% 38
2017
Q2 		$24.1M Sell
1,415,800
-405,000
-22% -$6.81M 0.68% 41
2017
Q1 		$32.7M Sell
1,820,800
-124,000
-6% -$2.33M 0.87% 30
2016
Q4 		$31M Buy
1,944,800
+555,000
+40% +$9.22M 0.86% 34
2016
Q3 		$25.1M Sell
1,389,800
-340,000
-20% -$5.64M 0.76% 41
2016
Q2 		$22.1M Buy
1,729,800
+180,000
+12% +$2.57M 0.71% 38
2016
Q1 		$25.3M Sell
1,549,800
-211,000
-12% -$2.57M 0.81% 34
2015
Q4 		$19.8M Buy
1,760,800
+92,100
+6% +$1.27M 0.53% 56
2015
Q3 		$23.7M Buy
1,668,700
+406,540
+32% +$8.42M 0.58% 56
2015
Q2 		$38.1M Buy
+1,262,160
New +$41.7M 0.82% 40

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edmond de Rothschild Holding's ATI Position: Q1 2025 in Review

Edmond de Rothschild Holding sold out of ATI (ATI) in Q1 2025, closing a stake of 2,651 shares — an estimated $146K sold.

Edmond de Rothschild Holding first reported a position in ATI in Q2 2015 and held it in 28 quarters. The position peaked at $38.1M in Q2 2015. 426 funds tracked by Wall St. Rank hold ATI as of Q1 2025.

  • Edmond de Rothschild Holding reported no remaining ATI position as of Q1 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 2,651 ATI shares in Q1 2025, an estimated $146K.
  • Edmond de Rothschild Holding first reported a position in ATI in Q2 2015 and held it in 28 quarters.
  • Edmond de Rothschild Holding's ATI position peaked at $38.1M in Q2 2015.
  • 426 funds tracked by Wall St. Rank held ATI as of Q1 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2025, filed 15 May 2025.