36 is the total number of securities Summit Rock Advisors, LP has owned. The longest Summit Rock Advisors, LP has owned a single stock is 29 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ACWI | ISHARES TR | 16 | 13 | 0.46% | 55.60% | 90.59% | Q2 2013 | Q3 2020 | 29 |
HYG | ISHARES TR | 23 | 3 | 1.69% | 17.20% | 51.70% | Q2 2013 | Q4 2020 | 26 |
IEMG | ISHARES INC | 10 | 1 | 4.27% | 31.12% | 64.03% | Q1 2017 | Q1 2020 | 11 |
IUSV | ISHARES TR | 6 | 2 | 13.14% | 28.86% | 47.57% | Q1 2018 | Q4 2021 | 11 |
IGSB | ISHARES TR | 9 | 9 | 6.95% | 19.25% | 34.52% | Q2 2013 | Q2 2015 | 9 |
PHAT | PHATHOM PHARMACEUTICAL... | 9 | 9 | 0.24% | 0.50% | 1.07% | Q2 2020 | Q2 2022 | 9 |
IWN | ISHARES TR RUS 2000 VA... | 7 | 7 | 28.12% | 36.83% | 46.98% | Q2 2021 | Q4 2022 | 7 |
XLE | SELECT SECTOR SPDR TR ... | 5 | 1 | 26.81% | 53.25% | 67.39% | Q1 2022 | Q3 2023 | 6 |
VT | VANGUARD INTL EQUITY I... | 3 | 2 | 1.94% | 17.83% | 45.26% | Q4 2020 | Q3 2022 | 5 |
VTV | VANGUARD INDEX FDS | 4 | 4 | 10.62% | 26.60% | 36.37% | Q1 2021 | Q4 2021 | 4 |
CLOV | CLOVER HEALTH INVESTME... | 4 | 4 | 0.37% | 0.55% | 0.92% | Q3 2021 | Q2 2022 | 4 |
DAWN | DAY ONE BIOPHARMACEUTI... | 4 | 4 | 0.20% | 0.36% | 0.48% | Q4 2021 | Q3 2022 | 4 |
VEU | VANGUARD INTL EQUITY I... | 3 | 3 | 38.95% | 45.57% | 51.78% | Q1 2023 | Q3 2023 | 3 |
EFV | ISHARES TR | 3 | 3 | 10.87% | 25.27% | 40.56% | Q1 2018 | Q3 2018 | 3 |
VOO | VANGUARD INDEX FDS | 2 | 1 | 3.55% | 18.88% | 42.63% | Q3 2019 | Q2 2020 | 3 |
DYN | DYNE THERAPEUTICS INC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q2 2022 | 3 |
EWJ | ISHARES INC | 2 | 2 | 29.36% | 42.45% | 55.55% | Q4 2018 | Q1 2019 | 2 |
IWP | ISHARES TR | 2 | 2 | 25.44% | 26.33% | 27.22% | Q2 2023 | Q3 2023 | 2 |
VSS | VANGUARD INTL EQUITY I... | 2 | 2 | 14.76% | 17.74% | 20.72% | Q4 2020 | Q1 2021 | 2 |
ICVT | ISHARES TR | 1 | 1 | 5.80% | 7.38% | 8.95% | Q2 2020 | Q4 2020 | 2 |
MNDY | MONDAY COM LTD | 2 | 2 | 0.16% | 0.24% | 0.31% | Q4 2021 | Q1 2022 | 2 |
QQQ | INVESCO QQQ TR | 1 | 1 | 35.61% | 35.61% | 35.61% | Q2 2023 | Q2 2023 | 1 |
IWM | ISHARES TR | 1 | 1 | 11.45% | 11.45% | 11.45% | Q1 2021 | Q1 2021 | 1 |
GOVT | ISHARES TR | 1 | 1 | 6.43% | 6.43% | 6.43% | Q3 2020 | Q3 2020 | 1 |
EDV | VANGUARD WORLD FD | 1 | 1 | 5.19% | 5.19% | 5.19% | Q4 2020 | Q4 2020 | 1 |
BKLN | INVESCO EXCH TRADED FD... | 1 | 1 | 3.63% | 3.63% | 3.63% | Q4 2020 | Q4 2020 | 1 |
TLT | ISHARES TR | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2019 | Q4 2019 | 1 |
OKTA | OKTA INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2018 | Q1 2018 | 1 |
WMS | ADVANCED DRAIN SYS INC... | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2022 | Q2 2022 | 1 |
PLANET LABS PBC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2022 | Q3 2022 | 1 | |
EB | EVENTBRITE INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
SFIX | STITCH FIX INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
FROG | JFROG LTD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
AKRO | AKERO THERAPEUTICS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
PSTG | PURE STORAGE INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
GBIO | GENERATION BIO CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES INC, are the highest-conviction holdings of Summit Rock Advisors, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Summit Rock Advisors, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Summit Rock Advisors, LP owns currently or has owned in the past.