Summit Rock Advisors, LP holdings history

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.

Summit Rock Advisors, LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
ACWI ISHARES TR16130.46%55.60%90.59%Q2 2013Q3 202029
HYG ISHARES TR2331.69%17.20%51.70%Q2 2013Q4 202026
IEMG ISHARES INC1014.27%31.12%64.03%Q1 2017Q1 202011
IUSV ISHARES TR6213.14%28.86%47.57%Q1 2018Q4 202111
IGSB ISHARES TR996.95%19.25%34.52%Q2 2013Q2 20159
PHAT PHATHOM PHARMACEUTICAL...990.24%0.50%1.07%Q2 2020Q2 20229
IWN ISHARES TR RUS 2000 VA...7728.12%36.83%46.98%Q2 2021Q4 20227
XLE SELECT SECTOR SPDR TR ...5126.81%53.25%67.39%Q1 2022Q3 20236
VT VANGUARD INTL EQUITY I...321.94%17.83%45.26%Q4 2020Q3 20225
VTV VANGUARD INDEX FDS4410.62%26.60%36.37%Q1 2021Q4 20214
CLOV CLOVER HEALTH INVESTME...440.37%0.55%0.92%Q3 2021Q2 20224
DAWN DAY ONE BIOPHARMACEUTI...440.20%0.36%0.48%Q4 2021Q3 20224
VEU VANGUARD INTL EQUITY I...3338.95%45.57%51.78%Q1 2023Q3 20233
EFV ISHARES TR3310.87%25.27%40.56%Q1 2018Q3 20183
VOO VANGUARD INDEX FDS213.55%18.88%42.63%Q3 2019Q2 20203
DYN DYNE THERAPEUTICS INC330.20%0.22%0.25%Q4 2021Q2 20223
EWJ ISHARES INC2229.36%42.45%55.55%Q4 2018Q1 20192
IWP ISHARES TR2225.44%26.33%27.22%Q2 2023Q3 20232
VSS VANGUARD INTL EQUITY I...2214.76%17.74%20.72%Q4 2020Q1 20212
ICVT ISHARES TR115.80%7.38%8.95%Q2 2020Q4 20202
MNDY MONDAY COM LTD220.16%0.24%0.31%Q4 2021Q1 20222
QQQ INVESCO QQQ TR1135.61%35.61%35.61%Q2 2023Q2 20231
IWM ISHARES TR1111.45%11.45%11.45%Q1 2021Q1 20211
GOVT ISHARES TR116.43%6.43%6.43%Q3 2020Q3 20201
EDV VANGUARD WORLD FD115.19%5.19%5.19%Q4 2020Q4 20201
BKLN INVESCO EXCH TRADED FD...113.63%3.63%3.63%Q4 2020Q4 20201
TLT ISHARES TR113.33%3.33%3.33%Q4 2019Q4 20191
OKTA OKTA INC110.68%0.68%0.68%Q1 2018Q1 20181
WMS ADVANCED DRAIN SYS INC...110.55%0.55%0.55%Q2 2022Q2 20221
PLANET LABS PBC110.44%0.44%0.44%Q3 2022Q3 20221
EB EVENTBRITE INC110.30%0.30%0.30%Q4 2019Q4 20191
SFIX STITCH FIX INC110.22%0.22%0.22%Q1 2018Q1 20181
FROG JFROG LTD110.15%0.15%0.15%Q1 2021Q1 20211
AKRO AKERO THERAPEUTICS INC110.13%0.13%0.13%Q4 2020Q4 20201
PSTG PURE STORAGE INC110.11%0.11%0.11%Q1 2018Q1 20181
GBIO GENERATION BIO CO110.09%0.09%0.09%Q4 2020Q4 20201

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.