Edgehill Endowment Partners

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

  • Top 5 stock holdings are SHY, VOO, SCHO, ACWI, ISRA, and represent 97.39% of Edgehill Endowment Partners's stock portfolio.
  • Added to shares of these 3 stocks: ACWI, SHY, SCHO.
  • Reduced shares in these 2 stocks: VOO (-$17M), ISRA.
  • Edgehill Endowment Partners was a net seller of stock by $-20M.
  • Edgehill Endowment Partners has $285M in assets under management (AUM), dropping by -0.79%.

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

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Portfolio Holdings for Edgehill Endowment Partners

Companies in the Edgehill Endowment Partners portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 41.8 $119M 1.4M 86.38
Vanguard Index FDS S&p 500 Etf Shs (VOO) 24.1 $69M -19% 200k 343.69
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 14.5 $41M 805k 51.39
Ishares Tr Msci Acwi Etf (ACWI) 12.5 $36M 391k 90.72
Vaneck Vectors Etf Tr Israel Etf (ISRA) 4.4 $13M -21% 282k 44.85
Exxon Mobil Corporation (XOM) 2.6 $7.4M 180k 41.22

Past Filings by Edgehill Endowment Partners

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