EDRH
FLEX icon

Edmond de Rothschild Holding’s Flex FLEX Stock Holding History

Edmond de Rothschild Holding’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,502
Closed -$173K – 595
2024
Q4 		$173K Hold
4,502
– – ﹤0.01% 419
2024
Q3 		$151K Hold
4,502
– – ﹤0.01% 437
2024
Q2 		$133K Hold
4,502
– – ﹤0.01% 465
2024
Q1 		$129K Sell
4,502
-1,472
-25% -$38.6K ﹤0.01% 476
2023
Q4 		$137K Buy
5,974
+2,043
+52% +$40.9K ﹤0.01% 470
2023
Q3 		$79.9K Hold
3,931
– – ﹤0.01% 518
2023
Q2 		$81.9K Sell
3,931
-436
-10% -$7.77K ﹤0.01% 531
2023
Q1 		$75.7K Buy
+4,367
New +$75.6K ﹤0.01% 548

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

Edmond de Rothschild Holding sold out of Flex (FLEX) in Q1 2025, closing a stake of 4,502 shares — an estimated $173K sold.

Edmond de Rothschild Holding first reported a position in FLEX in Q1 2023 and held it in 8 quarters. The position peaked at $173K in Q4 2024. 582 funds tracked by Wall St. Rank hold FLEX as of Q1 2025.

  • Edmond de Rothschild Holding reported no remaining Flex position as of Q1 2025 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 4,502 Flex shares in Q1 2025, an estimated $173K.
  • Edmond de Rothschild Holding first reported a position in Flex in Q1 2023 and held it in 8 quarters.
  • Edmond de Rothschild Holding's Flex position peaked at $173K in Q4 2024.
  • 582 funds tracked by Wall St. Rank held Flex as of Q1 2025.

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