EDRH
R icon

Edmond de Rothschild Holding’s Ryder R Stock Holding History

Edmond de Rothschild Holding’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,600
Closed -$99K – 624
2019
Q1 		$99K Hold
1,600
– – ﹤0.01% 428
2018
Q4 		$77K Sell
1,600
-2,120
-57% -$122K ﹤0.01% 490
2018
Q3 		$272K Hold
3,720
– – 0.01% 408
2018
Q2 		$267K Hold
3,720
– – 0.01% 420
2018
Q1 		$265K Buy
3,720
+830
+29% +$66.9K 0.01% 429
2017
Q4 		$246K Hold
2,890
– – 0.01% 466
2017
Q3 		$243K Buy
2,890
+340
+13% +$25.7K 0.01% 461
2017
Q2 		$183K Buy
2,550
+1,240
+95% +$85.8K 0.01% 492
2017
Q1 		$99K Buy
+1,310
New +$99.2K ﹤0.01% 560

Other funds holding R

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return