Edmond de Rothschild Holding’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-16,445	Closed	-$171K	–	830
2022 Q4	$171K	Hold	16,445	–	–	﹤0.01%	489
2022 Q3	$167K	Buy	16,445 +7,910	+93%	+$98.3K	﹤0.01%	494
2022 Q2	$107K	Buy	8,535 +361	+4%	+$6.43K	﹤0.01%	574
2022 Q1	$233K	Buy	8,174 +792	+11%	+$22.9K	0.01%	473
2021 Q4	$261K	Buy	+7,382	New	+$287K	0.01%	499

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Edmond de Rothschild Holding sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 16,445 shares — an estimated $171K sold.

Edmond de Rothschild Holding first reported a position in XM in Q4 2021 and held it in 5 quarters. The position peaked at $261K in Q4 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

Edmond de Rothschild Holding reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Edmond de Rothschild Holding sold 16,445 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $171K.
Edmond de Rothschild Holding first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 5 quarters.
Edmond de Rothschild Holding's Qualtrics International Inc. Class A Common Stock position peaked at $261K in Q4 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

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