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EDRH
Edmond de Rothschild Holding’s
State Street SPDR EURO STOXX 50 ETF
FEZ
Stock Holding History
Edmond de Rothschild Holding’s Portfolio
FEZ Stock Details
FEZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-150
Closed
-$7.99K
–
623
2024
Q3
$7.99K
Hold
150
–
–
﹤0.01%
604
2024
Q2
$7.5K
Hold
150
–
–
﹤0.01%
639
2024
Q1
$7.88K
Hold
150
–
–
﹤0.01%
653
2023
Q4
$7.17K
Hold
150
–
–
﹤0.01%
665
2023
Q3
$6.3K
Buy
+150
New
+$6.7K
﹤0.01%
678
2019
Q1
–
Sell
-740
Closed
-$25K
–
640
2018
Q4
$25K
Hold
740
–
–
﹤0.01%
583
2018
Q3
$28K
Hold
740
–
–
﹤0.01%
646
2018
Q2
$28K
Hold
740
–
–
﹤0.01%
655
2018
Q1
$30K
Hold
740
–
–
﹤0.01%
674
2017
Q4
$30K
Hold
740
–
–
﹤0.01%
683
2017
Q3
$31K
Buy
740
+260
+54%
+$10.4K
﹤0.01%
699
2017
Q2
$18K
Hold
480
–
–
﹤0.01%
736
2017
Q1
$17K
Hold
480
–
–
﹤0.01%
743
2016
Q4
$16K
Hold
480
–
–
﹤0.01%
738
2016
Q3
$16K
Hold
480
–
–
﹤0.01%
767
2016
Q2
$15K
Hold
480
–
–
﹤0.01%
741
2016
Q1
$16K
Hold
480
–
–
﹤0.01%
735
2015
Q4
$17K
Hold
480
–
–
﹤0.01%
731
2015
Q3
$16K
Buy
+480
New
+$17.7K
﹤0.01%
742
Other funds holding FEZ
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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