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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Portfolio Holdings for Summit Rock Advisors

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
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Ishares Tr Rus Md Cp Gr Etf (IWP) 22.5 $49M -22% 467k 104.46
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Select Sector Spdr Tr Energy (XLE) 19.0 $41M -18% 493k 83.84
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Past Filings by Summit Rock Advisors

SEC 13F filings are viewable for Summit Rock Advisors going back to 2011

View all past filings