Rothschild & Co Wealth Management UK
Latest statistics and disclosures from Rothschild & Co Wealth Management UK's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AXP, MCO, SPGI, MA, and represent 60.03% of Rothschild & Co Wealth Management UK's stock portfolio.
- Added to shares of these 10 stocks: MCO (+$42M), SPGI (+$40M), AXP (+$36M), MA (+$24M), BRK.B (+$21M), CMCSA (+$15M), CABO (+$9.9M), CHTR (+$8.5M), MSFT (+$7.6M), BKNG (+$6.3M).
- Started 1 new stock positions in W.
- Reduced shares in these 4 stocks: QQQE (-$328M), DE (-$80M), FOXA, VSGX.
- Rothschild & Co Wealth Management UK was a net seller of stock by $-191M.
- Rothschild & Co Wealth Management UK has $4.5B in assets under management (AUM), dropping by 9.18%.
- Central Index Key (CIK): 0001784260
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Portfolio Holdings for Rothschild & Co Wealth Management UK
Rothschild & Co Wealth Management UK holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 13.6 | $612M | +3% | 2.0M | 308.90 | |
American Express Company (AXP) | 12.6 | $567M | +6% | 3.8M | 147.75 | |
Moody's Corporation (MCO) | 11.6 | $522M | +8% | 1.9M | 278.62 | |
S&p Global (SPGI) | 11.5 | $520M | +8% | 1.6M | 334.94 | |
Mastercard Incorporated Cl A (MA) | 10.7 | $484M | +5% | 1.4M | 347.73 | |
Deere & Company (DE) | 10.5 | $471M | -14% | 1.1M | 428.76 | |
Comcast Corp Cl A (CMCSA) | 8.2 | $371M | +4% | 11M | 34.97 | |
Booking Holdings (BKNG) | 6.4 | $288M | +2% | 143k | 2015.28 | |
Cable One (CABO) | 4.2 | $189M | +5% | 265k | 711.86 | |
Charter Communications Inc N Cl A (CHTR) | 3.8 | $170M | +5% | 500k | 339.10 | |
Microsoft Corporation (MSFT) | 2.6 | $118M | +6% | 491k | 239.82 | |
Ryanair Holdings Sponsored Ads (RYAAY) | 1.7 | $76M | +2% | 1.0M | 74.76 | |
Liberty Broadband Corp Com Ser C (LBRDK) | 1.4 | $63M | +3% | 821k | 76.27 | |
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.2 | $10M | -97% | 158k | 63.83 | |
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Visa Com Cl A (V) | 0.2 | $7.9M | 38k | 207.76 | ||
Fox Corp Cl A Com (FOXA) | 0.2 | $7.3M | -26% | 239k | 30.37 | |
Wells Fargo & Company (WFC) | 0.2 | $7.2M | 174k | 41.29 | ||
Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $5.2M | +3% | 168k | 30.66 | |
Wayfair Cl A (W) | 0.1 | $4.9M | NEW | 149k | 32.89 | |
Ishares Msci World Etf (URTH) | 0.1 | $3.0M | 28k | 109.25 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.6M | 6.6k | 384.21 | ||
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $2.4M | +13% | 38k | 64.79 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.4M | 3.00 | 468711.00 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.1M | +15% | 29k | 37.90 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.0M | +8% | 26k | 38.98 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $949k | 17k | 55.44 | ||
Lendingclub Corp Com New (LC) | 0.0 | $871k | 99k | 8.80 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $553k | 1.6k | 351.34 | ||
Ishares Esg Awr Msci Em (ESGE) | 0.0 | $269k | 8.9k | 30.07 | ||
Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $227k | -5% | 4.6k | 49.19 |
Past Filings by Rothschild & Co Wealth Management UK
SEC 13F filings are viewable for Rothschild & Co Wealth Management UK going back to 2019
- Rothschild & Co Wealth Management UK 2022 Q4 filed Jan. 23, 2023
- Rothschild & Co Wealth Management UK 2022 Q3 filed Oct. 27, 2022
- Rothschild & Co Wealth Management UK 2022 Q2 filed July 15, 2022
- Rothschild & Co Wealth Management UK 2022 Q1 filed April 22, 2022
- Rothschild & Co Wealth Management UK 2021 Q4 filed Feb. 1, 2022
- Rothschild & Co Wealth Management UK 2021 Q3 filed Nov. 3, 2021
- Rothschild & Co Wealth Management UK 2021 Q2 filed Aug. 2, 2021
- Rothschild & Co Wealth Management UK 2021 Q1 filed April 22, 2021
- Rothschild & Co Wealth Management UK 2020 Q4 filed Jan. 19, 2021
- Rothschild & Co Wealth Management UK 2020 Q3 filed Nov. 6, 2020
- Rothschild & Co Wealth Management UK 2020 Q2 filed July 15, 2020
- Rothschild & Co Wealth Management UK 2020 Q1 filed April 14, 2020
- Rothschild & Co Wealth Management UK 2019 Q4 filed Feb. 18, 2020
- Rothschild & Co Wealth Management UK 2014 Q1 filed Dec. 19, 2019
- Rothschild & Co Wealth Management UK 2014 Q2 filed Dec. 19, 2019
- Rothschild & Co Wealth Management UK 2014 Q3 filed Dec. 19, 2019