Summit Rock Advisors
Latest statistics and disclosures from Summit Rock Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VWO, IWP, XLE, and represent 100.00% of Summit Rock Advisors's stock portfolio.
- Added to shares of these 1 stock: VWO (+$127M).
- Started 1 new stock position in VWO.
- Reduced shares in these 3 stocks: VEU (-$93M), IWP (-$14M), XLE (-$9.1M).
- Sold out of its position in VEU.
- Summit Rock Advisors was a net buyer of stock by $10M.
- Summit Rock Advisors has $217M in assets under management (AUM), dropping by 6.99%.
- Central Index Key (CIK): 0001540951
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Summit Rock Advisors holds 3 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 58.5 | $127M | NEW | 3.1M | 41.10 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 22.5 | $49M | -22% | 467k | 104.46 |
|
Select Sector Spdr Tr Energy (XLE) | 19.0 | $41M | -18% | 493k | 83.84 |
|
Past Filings by Summit Rock Advisors
SEC 13F filings are viewable for Summit Rock Advisors going back to 2011
- Summit Rock Advisors 2023 Q4 filed Jan. 26, 2024
- Summit Rock Advisors 2023 Q3 filed Oct. 24, 2023
- Summit Rock Advisors 2023 Q2 filed July 21, 2023
- Summit Rock Advisors 2023 Q1 filed May 9, 2023
- Summit Rock Advisors 2022 Q4 filed Jan. 12, 2023
- Summit Rock Advisors 2022 Q3 filed Nov. 2, 2022
- Summit Rock Advisors 2022 Q2 filed Aug. 1, 2022
- Summit Rock Advisors 2022 Q1 filed May 6, 2022
- Summit Rock Advisors 2021 Q4 filed Feb. 14, 2022
- Summit Rock Advisors 2021 Q3 filed Oct. 26, 2021
- Summit Rock Advisors 2021 Q2 filed Aug. 12, 2021
- Summit Rock Advisors 2021 Q1 filed May 13, 2021
- Summit Rock Advisors 2020 Q4 filed Feb. 12, 2021
- Summit Rock Advisors 2020 Q3 filed Nov. 9, 2020
- Summit Rock Advisors 2020 Q2 filed Aug. 10, 2020
- Summit Rock Advisors 2020 Q1 filed May 4, 2020