$941 Billion is the total value of Rothschild & Co Wealth Management UK Ltd's 74 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KEY | New | KEYCORP NEW | $189,000 | – | 13,220 | +100.0% | 0.02% | – |
| AEO | New | AMERICAN EAGLE OUTFITTERS NE | $166,000 | – | 14,800 | +100.0% | 0.02% | – |
| BWA | New | BORGWARNER INC | $104,000 | – | 1,595 | +100.0% | 0.01% | – |
| GOOG | New | GOOGLE INCcl c | $102,000 | – | 177 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $70,000 | – | 3,295 | +100.0% | 0.01% | – |
| TJX | New | TJX COS INC NEW | $67,000 | – | 1,260 | +100.0% | 0.01% | – |
| FITB | New | FIFTH THIRD BANCORP | $61,000 | – | 2,862 | +100.0% | 0.01% | – |
| EBAY | New | EBAY INC | $58,000 | – | 1,160 | +100.0% | 0.01% | – |
| INTU | New | INTUIT | $56,000 | – | 690 | +100.0% | 0.01% | – |
| C | New | CITIGROUP INC | $50,000 | – | 1,060 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-12-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 39 | Q3 2023 | 43.6% |
| AMERICAN EXPRESS CO | 39 | Q3 2023 | 19.7% |
| DEERE & CO | 39 | Q3 2023 | 18.2% |
| WELLS FARGO CO NEW | 39 | Q3 2023 | 17.9% |
| ISHARES TR | 39 | Q3 2023 | 0.2% |
| ISHARES TR | 39 | Q3 2023 | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | 39 | Q3 2023 | 0.1% |
| JOHNSON & JOHNSON | 34 | Q2 2022 | 0.2% |
| TUPPERWARE BRANDS CORP | 34 | Q2 2022 | 0.0% |
| RYANAIR HOLDINGS PLC | 32 | Q3 2023 | 3.1% |
View Rothschild & Co Wealth Management UK Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-01 |
View Rothschild & Co Wealth Management UK Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.