EDRH
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Edmond de Rothschild Holding’s nCino NCNO Stock Holding History

Edmond de Rothschild Holding’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,477
Closed -$145K – 789
2022
Q4 		$145K Hold
5,477
– – ﹤0.01% 511
2022
Q3 		$187K Buy
5,477
+49
+0.9% +$1.65K ﹤0.01% 473
2022
Q2 		$168K Buy
+5,428
New +$192K ﹤0.01% 509
2022
Q1 		– Sell
-4,975
Closed -$273K – 838
2021
Q4 		$273K Buy
4,975
+1,657
+50% +$108K 0.01% 492
2021
Q3 		$236K Buy
+3,318
New +$221K 0.01% 520

Other funds holding NCNO

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edmond de Rothschild Holding's NCNO Position: Q1 2023 in Review

Edmond de Rothschild Holding sold out of nCino (NCNO) in Q1 2023, closing a stake of 5,477 shares — an estimated $145K sold.

Edmond de Rothschild Holding first reported a position in NCNO in Q3 2021 and held it in 5 quarters. The position peaked at $273K in Q4 2021. 195 funds tracked by Wall St. Rank hold NCNO as of Q1 2023.

  • Edmond de Rothschild Holding reported no remaining nCino position as of Q1 2023 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 5,477 nCino shares in Q1 2023, an estimated $145K.
  • Edmond de Rothschild Holding first reported a position in nCino in Q3 2021 and held it in 5 quarters.
  • Edmond de Rothschild Holding's nCino position peaked at $273K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held nCino as of Q1 2023.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2023, filed 11 May 2023.