EDRH
L icon

Edmond de Rothschild Holding’s Loews L Stock Holding History

Edmond de Rothschild Holding’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,500
Closed -$159K – 662
2018
Q4 		$159K Sell
3,500
-2,661
-43% -$125K 0.01% 420
2018
Q3 		$310K Buy
6,161
+2,661
+76% +$133K 0.01% 391
2018
Q2 		$169K Hold
3,500
– – ﹤0.01% 501
2018
Q1 		$174K Sell
3,500
-3,461
-50% -$175K 0.01% 492
2017
Q4 		$348K Buy
6,961
+3,461
+99% +$171K 0.01% 411
2017
Q3 		$168K Buy
+3,500
New +$167K ﹤0.01% 532

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return