Edmond de Rothschild Holding’s Banco Bradesco BBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-89,000	Closed	-$256K	–	739
2022 Q4	$256K	Buy	+89,000	New	+$288K	0.01%	436
2016 Q4	–	Sell	-326,196	Closed	-$1.53M	–	824
2016 Q3	$1.53M	Buy	326,196 +12,755	+4%	+$57.8K	0.05%	225
2016 Q2	$1.27M	Buy	313,441 +9,441	+3%	+$34.8K	0.04%	242
2016 Q1	$1.06M	Buy	+304,000	New	+$791K	0.03%	255
2015 Q3	–	Sell	-10,459	Closed	-$45K	–	836
2015 Q2	$45K	Buy	+10,459	New	+$48.2K	﹤0.01%	647

Other funds holding BBD

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Edmond de Rothschild Holding's BBD Position: Q1 2023 in Review

Edmond de Rothschild Holding sold out of Banco Bradesco (BBD) in Q1 2023, closing a stake of 89,000 shares — an estimated $256K sold.

Edmond de Rothschild Holding first reported a position in BBD in Q2 2015 and held it in 5 quarters. The position peaked at $1.53M in Q3 2016. 218 funds tracked by Wall St. Rank hold BBD as of Q1 2023.

Edmond de Rothschild Holding reported no remaining Banco Bradesco position as of Q1 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 89,000 Banco Bradesco shares in Q1 2023, an estimated $256K.
Edmond de Rothschild Holding first reported a position in Banco Bradesco in Q2 2015 and held it in 5 quarters.
Edmond de Rothschild Holding's Banco Bradesco position peaked at $1.53M in Q3 2016.
218 funds tracked by Wall St. Rank held Banco Bradesco as of Q1 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2023, filed 11 May 2023.