Strategic Equity Management
Latest statistics and disclosures from Strategic Equity Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, SPY, PTL, IWV, VV, and represent 53.07% of Strategic Equity Management's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$8.0M), DGRO (+$6.1M), VV (+$6.1M), IWV (+$5.3M), SPY, COWZ, VTEB, ITOT, IVW, PTL.
- Started 10 new stock positions in IVE, CSLR, CSX, VOO, VTI, DGRO, SPLV, IJR, SPSM, GOOG.
- Reduced shares in these 9 stocks: IJH, IWP, IWL, COF, IWY, SCHB, MGC, PG, IUSB.
- Sold out of its position in IWP.
- Strategic Equity Management was a net buyer of stock by $49M.
- Strategic Equity Management has $211M in assets under management (AUM), dropping by 37.41%.
- Central Index Key (CIK): 0001843578
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Strategic Equity Management holds 54 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Past Filings by Strategic Equity Management
SEC 13F filings are viewable for Strategic Equity Management going back to 2020
- Strategic Equity Management 2024 Q3 filed Nov. 5, 2024
- Strategic Equity Management 2024 Q2 filed July 31, 2024
- Strategic Equity Management 2024 Q1 filed April 16, 2024
- Strategic Equity Management 2023 Q4 filed Feb. 7, 2024
- Strategic Equity Management 2023 Q3 filed Nov. 7, 2023
- Strategic Equity Management 2023 Q2 filed July 18, 2023
- Strategic Equity Management 2023 Q1 filed April 25, 2023
- Strategic Equity Management 2022 Q4 filed Feb. 9, 2023
- Strategic Equity Management 2022 Q3 filed Oct. 17, 2022
- Strategic Equity Management 2022 Q2 filed July 26, 2022
- Strategic Equity Management 2022 Q1 filed May 2, 2022
- Strategic Equity Management 2021 Q4 filed Jan. 18, 2022
- Strategic Equity Management 2021 Q3 filed Nov. 9, 2021
- Strategic Equity Management 2021 Q2 filed July 28, 2021
- Strategic Equity Management 2021 Q1 filed May 12, 2021
- Strategic Equity Management 2020 Q4 filed Feb. 10, 2021