Edmond de Rothschild Holding’s Smartbird Inc BIRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-900	Closed	-$6.27K	–	584
2024 Q4	$6.27K	Hold	900	–	–	﹤0.01%	588
2024 Q3	$10.6K	Hold	900	–	–	﹤0.01%	598
2024 Q2	$9K	Hold	900	–	–	﹤0.01%	634
2024 Q1	$12.5K	Hold	900	–	–	﹤0.01%	641
2023 Q4	$22.1K	Hold	900	–	–	﹤0.01%	624
2023 Q3	$20K	Hold	900	–	–	﹤0.01%	633
2023 Q2	$22.7K	Hold	900	–	–	﹤0.01%	642
2023 Q1	$21.6K	Hold	900	–	–	﹤0.01%	652
2022 Q4	$43.6K	Hold	900	–	–	﹤0.01%	646
2022 Q3	$55K	Hold	900	–	–	﹤0.01%	646
2022 Q2	$71K	Buy	+900	New	+$90.9K	﹤0.01%	631

Other funds holding BIRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

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

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Edmond de Rothschild Holding sold out of Smartbird Inc (BIRD) in Q1 2025, closing a stake of 900 shares — an estimated $6.27K sold.

Edmond de Rothschild Holding first reported a position in BIRD in Q2 2022 and held it in 11 quarters. The position peaked at $71K in Q2 2022. 45 funds tracked by Wall St. Rank hold BIRD as of Q1 2025.

Edmond de Rothschild Holding reported no remaining Smartbird Inc position as of Q1 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 900 Smartbird Inc shares in Q1 2025, an estimated $6.27K.
Edmond de Rothschild Holding first reported a position in Smartbird Inc in Q2 2022 and held it in 11 quarters.
Edmond de Rothschild Holding's Smartbird Inc position peaked at $71K in Q2 2022.
45 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2025.

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