$5.03 Billion is the total value of Rothschild & Co Wealth Management UK Ltd's 31 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,396,800 | -0.7% | 3 | 0.0% | 0.03% | -9.7% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,059,288 | +3.6% | 26,220 | 0.0% | 0.02% | -8.7% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,042,976 | +9.9% | 17,112 | 0.0% | 0.02% | 0.0% | |
| LC | LENDINGCLUB CORP | $713,790 | -18.1% | 99,000 | 0.0% | 0.01% | -26.3% | |
| VOO | VANGUARD INDEX FDS | $592,310 | +7.0% | 1,575 | 0.0% | 0.01% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $281,368 | +4.7% | 8,938 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
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.