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Edmond de Rothschild Holding’s Certara CERT Stock Holding History

Edmond de Rothschild Holding’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-769,300
Closed -$13.5M – 684
2023
Q4 		$13.5M Buy
769,300
+370,820
+93% +$5.44M 0.24% 102
2023
Q3 		$5.79M Buy
398,480
+44,140
+12% +$742K 0.12% 147
2023
Q2 		$6.45M Sell
354,340
-173,587
-33% -$3.67M 0.13% 149
2023
Q1 		$12.7M Sell
527,927
-237,519
-31% -$4.69M 0.29% 92
2022
Q4 		$12.3M Buy
765,446
+700,117
+1,072% +$10.2M 0.29% 99
2022
Q3 		$868K Sell
65,329
-490
-0.7% -$9.05K 0.02% 331
2022
Q2 		$1.41M Buy
65,819
+811
+1% +$16K 0.03% 303
2022
Q1 		$1.4M Buy
65,008
+13,375
+26% +$321K 0.03% 306
2021
Q4 		$1.47M Buy
51,633
+7,416
+17% +$249K 0.03% 334
2021
Q3 		$1.46M Buy
44,217
+6,409
+17% +$193K 0.03% 322
2021
Q2 		$1.07M Buy
37,808
+1,978
+6% +$54.9K 0.02% 350
2021
Q1 		$978K Buy
+35,830
New +$1.19M 0.03% 329

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edmond de Rothschild Holding's CERT Position: Q1 2024 in Review

Edmond de Rothschild Holding sold out of Certara (CERT) in Q1 2024, closing a stake of 769,300 shares — an estimated $13.5M sold.

Edmond de Rothschild Holding first reported a position in CERT in Q1 2021 and held it in 12 quarters. The position peaked at $13.5M in Q4 2023. 219 funds tracked by Wall St. Rank hold CERT as of Q1 2024.

  • Edmond de Rothschild Holding reported no remaining Certara position as of Q1 2024 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 769,300 Certara shares in Q1 2024, an estimated $13.5M.
  • Edmond de Rothschild Holding first reported a position in Certara in Q1 2021 and held it in 12 quarters.
  • Edmond de Rothschild Holding's Certara position peaked at $13.5M in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Certara as of Q1 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2024, filed 8 May 2024.