Edmond de Rothschild Holding’s Stride LRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Sell	15,923 -3,330	-17%	-$270K	0.02%	257
2025 Q4	$1.25M	Sell	19,253 -683	-3%	-$62K	0.02%	275
2025 Q3	$2.97M	Sell	19,936 -5,525	-22%	-$810K	0.05%	208
2025 Q2	$3.7M	Sell	25,461 -977	-4%	-$141K	0.06%	192
2025 Q1	$3.34M	Sell	26,438 -7,151	-21%	-$904K	0.06%	188
2024 Q4	$3.49M	Sell	33,589 -17,277	-34%	-$1.64M	0.06%	191
2024 Q3	$4.34M	Sell	50,866 -5,258	-9%	-$406K	0.07%	181
2024 Q2	$3.96M	Buy	56,124 +6,566	+13%	+$438K	0.07%	177
2024 Q1	$3.12M	Buy	49,558 +1,297	+3%	+$78.2K	0.05%	193
2023 Q4	$2.87M	Sell	48,261 -8,664	-15%	-$474K	0.05%	206
2023 Q3	$2.56M	Sell	56,925 -8,958	-14%	-$364K	0.05%	210
2023 Q2	$2.45M	Sell	65,883 -36,170	-35%	-$1.45M	0.05%	236
2023 Q1	$4.01M	Sell	102,053 -6,621	-6%	-$260K	0.09%	185
2022 Q4	$3.4M	Buy	108,674 +28,330	+35%	+$1.04M	0.08%	191
2022 Q3	$3.38M	Sell	80,344 -3,450	-4%	-$139K	0.09%	188
2022 Q2	$3.42M	Buy	83,794 +21,060	+34%	+$780K	0.08%	198
2022 Q1	$2.28M	Buy	62,734 +13,810	+28%	+$458K	0.05%	246
2021 Q4	$1.63M	Buy	+48,924	New	+$1.69M	0.04%	323

Other funds holding LRN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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