Edgehill Endowment Partners

Latest statistics and disclosures from Edgehill Endowment Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, AGG, VT, VGIT, WCLD, and represent 98.02% of Edgehill Endowment Partners's stock portfolio.
  • Added to shares of these 4 stocks: AGG (+$96M), VGIT (+$51M), VOO (+$33M), VT.
  • Reduced shares in these 3 stocks: SHY (-$70M), SCHO (-$61M), XOM.
  • Sold out of its positions in SHY, SCHO.
  • Edgehill Endowment Partners was a net buyer of stock by $48M.
  • Edgehill Endowment Partners has $566M in assets under management (AUM), dropping by 13.12%.
  • Central Index Key (CIK): 0001676623

Tip: Access up to 7 years of quarterly data

Positions held by Edgehill Endowment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Edgehill Endowment Partners

Edgehill Endowment Partners holds 7 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 30.2 $171M +23% 420k 407.28
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 23.7 $134M +250% 1.4M 97.95
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 19.9 $113M 1.2M 96.98
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 16.1 $91M +127% 1.6M 58.66
 View chart
Wisdomtree Tr Cloud Computing (WCLD) 8.1 $46M 1.4M 31.70
 View chart
Exxon Mobil Corporation (XOM) 1.1 $6.2M -17% 58k 107.25
 View chart
Vaneck Etf Trust Israel Etf (ISRA) 0.9 $5.0M 141k 35.26
 View chart

Past Filings by Edgehill Endowment Partners

SEC 13F filings are viewable for Edgehill Endowment Partners going back to 2018

View all past filings