Edgehill Endowment Partners, LLC Buys iShares MSCI ACWI Index Fund, iShares Core U.S. Aggregate Bond ETF, VanEck Israel ETF, Sells Schwab Short-Term U.S. Treasury ETF, Apollo Global Management Inc

Oct 14, 2021

Investment company Edgehill Endowment Partners, LLC (Current Portfolio) buys iShares MSCI ACWI Index Fund, iShares Core U.S. Aggregate Bond ETF, VanEck Israel ETF, sells Schwab Short-Term U.S. Treasury ETF, Apollo Global Management Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Edgehill Endowment Partners, LLC. As of 2021Q3, Edgehill Endowment Partners, LLC owns 7 stocks with a total value of $347 million. These are the details of the buys and sells.

New Purchases: AGG, ISRA,
Added Positions: ACWI,
Reduced Positions: SCHO, XOM,
Sold Out: APO,

For the details of Edgehill Endowment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/edgehill+endowment+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Edgehill Endowment Partners, LLC

iShares 1-3 Year Treasury Bond ETF (SHY) - 1,379,751 shares, 34.30% of the total portfolio. Shares added by 0.04%
iShares MSCI ACWI Index Fund (ACWI) - 856,745 shares, 24.70% of the total portfolio. Shares added by 57.71%
Vanguard S&P 500 ETF (VOO) - 200,926 shares, 22.87% of the total portfolio. Shares added by 0.34%
Schwab Short-Term U.S. Treasury ETF (SCHO) - 807,837 shares, 11.93% of the total portfolio. Shares reduced by 41.97%
Exxon Mobil Corp (XOM) - 138,075 shares, 2.34% of the total portfolio. Shares reduced by 11.53%

New Purchase: iShares Core U.S. Aggregate Bond ETF (AGG)

Edgehill Endowment Partners, LLC initiated holding in iShares Core U.S. Aggregate Bond ETF. The purchase prices were between $114.59 and $116.23, with an estimated average price of $115.56. The stock is now traded at around $114.790000. The impact to a portfolio due to this purchase was 1.98%. The holding were 59,706 shares as of 2021-09-30.

New Purchase: VanEck Israel ETF (ISRA)

Edgehill Endowment Partners, LLC initiated holding in VanEck Israel ETF. The purchase prices were between $45.25 and $49.1, with an estimated average price of $47.41. The stock is now traded at around $49.110000. The impact to a portfolio due to this purchase was 1.87%. The holding were 137,293 shares as of 2021-09-30.

Added: iShares MSCI ACWI Index Fund (ACWI)

Edgehill Endowment Partners, LLC added to a holding in iShares MSCI ACWI Index Fund by 57.71%. The purchase prices were between $99.44 and $105.29, with an estimated average price of $102.65. The stock is now traded at around $102.765000. The impact to a portfolio due to this purchase was 9.04%. The holding were 856,745 shares as of 2021-09-30.

Sold Out: Apollo Global Management Inc (APO)

Edgehill Endowment Partners, LLC sold out a holding in Apollo Global Management Inc. The sale prices were between $55.97 and $64.23, with an estimated average price of $60.19.

Here is the complete portfolio of Edgehill Endowment Partners, LLC. Also check out:

1. Edgehill Endowment Partners, LLC's Undervalued Stocks
2. Edgehill Endowment Partners, LLC's Top Growth Companies, and
3. Edgehill Endowment Partners, LLC's High Yield stocks
4. Stocks that Edgehill Endowment Partners, LLC keeps buying

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