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Size ($ in 1000's)
At 12/31/2023: $6,095,449 At 09/30/2023: $5,678,009
Rothschild & Co Wealth Management UK Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rothschild & Co Wealth Management UK Ltd 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Rothschild & Co Wealth Management UK Ltd top holdings by largest position size, as per the latest 13f filing made by Rothschild & Co Wealth Management UK Ltd.
In the Rothschild & Co Wealth Management UK Ltd-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rothschild & Co Wealth Management UK Ltd in that top holding, then the share count change between reporting periods, and finally the Rothschild & Co Wealth Management UK Ltd top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
BERKSHIRE HATHAWAY INC DEL |
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$696,091 | BRK.B | 1,948,650 | -134,583 | $695,006 | BRK.A | 2 | UNCH | $1,085 | AMERICAN EXPRESS CO |
3,564,029 |
-8,714 |
$667,685 | AXP | 3,564,029 | -8,714 | $667,685 | MOODYS CORP |
1,669,589 |
-24,351 |
$652,075 | MCO | 1,669,589 | -24,351 | $652,075 | MASTERCARD INCORPORATED |
1,463,987 |
+1,243 |
$624,405 | MA | 1,463,987 | +1,243 | $624,405 | S&P GLOBAL INC |
1,372,778 |
-21,576 |
$604,736 | SPGI | 1,372,778 | -21,576 | $604,736 | BOOKING HOLDINGS INC |
147,621 |
-2,281 |
$523,644 | BKNG | 147,621 | -2,281 | $523,644 | COMCAST CORP NEW |
10,792,562 |
-34,516 |
$473,254 | CMCSA | 10,792,562 | -34,516 | $473,254 | DEERE & CO |
1,142,666 |
-3,554 |
$456,918 | DE | 1,142,666 | -3,554 | $456,918 | CANADIAN PACIFIC KANSAS CITY |
4,929,554 |
+162,559 |
$389,731 | CP | 4,929,554 | +162,559 | $389,731 | MICROSOFT CORP |
969,615 |
-255,338 |
$364,614 | MSFT | 969,615 | -255,338 | $364,614 | CHARTER COMMUNICATIONS INC N |
534,354 |
-845 |
$207,693 | CHTR | 534,354 | -845 | $207,693 | CABLE ONE INC |
278,805 |
-205 |
$155,180 | CABO | 278,805 | -205 | $155,180 | RYANAIR HOLDINGS PLC |
1,016,180 |
-37,239 |
$135,518 | RYAAY | 1,016,180 | -37,239 | $135,518 | LIBERTY BROADBAND CORP |
839,372 |
-12,710 |
$67,645 | LBRDK | 839,372 | -12,710 | $67,645 | VISA INC |
53,014 |
+1,627 |
$13,802 | V | 53,014 | +1,627 | $13,802 | DIREXION SHS ETF TR (QQQE) |
160,328 |
-4,442 |
$13,570 | QQQE | 160,328 | -4,442 | $13,570 | WAYFAIR INC |
207,533 |
+10,266 |
$12,805 | W | 207,533 | +10,266 | $12,805 | FOX CORP |
316,717 |
+10,355 |
$9,397 | FOXA | 316,717 | +10,355 | $9,397 | ISHARES TR (EWU) |
167,305 |
-32,512 |
$5,529 | EWU | 167,305 | -32,512 | $5,529 | VANGUARD INTL EQUITY INDEX F (VPL) |
54,030 |
UNCH |
$3,892 | VPL | 54,030 | UNCH | $3,892 | ISHARES INC (URTH) |
25,495 |
-31,209 |
$3,391 | URTH | 25,495 | -31,209 | $3,391 | ISHARES TR (AAXJ) |
45,606 |
-24,432 |
$3,036 | AAXJ | 45,606 | -24,432 | $3,036 | ISHARES TR (IVV) |
4,929 |
-1,682 |
$2,354 | IVV | 4,929 | -1,682 | $2,354 | ISHARES INC (IEMG) |
38,320 |
-8,576 |
$1,938 | IEMG | 38,320 | -8,576 | $1,938 | VANGUARD INTL EQUITY INDEX F (VWO) |
28,840 |
UNCH |
$1,185 | VWO | 28,840 | UNCH | $1,185 | ISHARES TR (EEM) |
28,100 |
UNCH |
$1,130 | EEM | 28,100 | UNCH | $1,130 | VANGUARD INTL EQUITY INDEX F (VGK) |
17,112 |
UNCH |
$1,103 | VGK | 17,112 | UNCH | $1,103 | VANGUARD INDEX FDS (VOT) |
4,773 |
+4,773 |
$1,048 | VOT | 4,773 | +4,773 | $1,048 | LENDINGCLUB CORP |
99,000 |
UNCH |
$865 | LC | 99,000 | UNCH | $865 | VANGUARD INDEX FDS (VOO) |
1,575 |
UNCH |
$688 | VOO | 1,575 | UNCH | $688 | ISHARES INC (ESGE) |
8,938 |
UNCH |
$287 | ESGE | 8,938 | UNCH | $287 |
See Full List: All Stocks Held By Rothschild & Co Wealth Management UK Ltd
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Rothschild & Co Wealth Management UK Ltd
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