Latest Edgehill Endowment Partners, LLC Stock Portfolio
$816Million
Equity Portfolio Value
Last Reported on: 07 May, 2024
About Edgehill Endowment Partners, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Edgehill Endowment Partners, LLC reported an equity portfolio of $816.2 Millions as of 31 Mar, 2024.
The top stock holdings of Edgehill Endowment Partners, LLC are VEU, VOO, AGG. The fund has invested 35.6% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 25.1% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (AGG).
The top stock holdings of Edgehill Endowment Partners, LLC are VEU, VOO, AGG. The fund has invested 35.6% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 25.1% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (AGG).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| VANGUARD INTL EQUITY INDEX F | 34.21 |
| VANGUARD SCOTTSDALE FDS | 18.12 |
| ISHARES TR | 11.9 |
| VANGUARD INDEX FDS | 0.32 |
Additions to existing portfolio by Edgehill Endowment Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| EXXON MOBIL CORP | -8.05 |
Edgehill Endowment Partners, LLC reduced stake in above stock
Sold off
Current Stock Holdings of Edgehill Endowment Partners, LLC
Last Reported on: 07 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AFK | VANECK ETF TRUST | 0.66 | 143,407 | 5,382,010 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 23.23 | 1,936,260 | 189,637,000 | ADDED | 11.9 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 14.88 | 2,074,380 | 121,455,000 | ADDED | 18.12 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 35.59 | 2,629,170 | 290,523,000 | ADDED | 34.21 | |
| VOO | VANGUARD INDEX FDS | 25.10 | 426,180 | 204,865,000 | ADDED | 0.32 | |
| XOM | EXXON MOBIL CORP | 0.54 | 37,675 | 4,379,340 | REDUCED | -8.05 |