Summit Rock Advisors, LP Q1 2023 vs. Q2 2023 13F Holdings Comparison

Summit Rock Advisors, LP, a prominent investment firm, recently released the comparison of their 13F holdings between Q1 and Q2 of 2023. These holdings depict the changes in the fund's investments during this period. Let's dive into the details:

VEU - VANGUARD INTL EQUITY INDEX F:

During the quarter, Summit Rock Advisors, LP maintained a relatively stable stance in VEU, with their holdings only experiencing a minor decrease of 1,624 shares. In terms of valuation, the fund's investment value rose slightly from $79,441,000 to $80,259,000, showcasing a positive growth of 1%.

QQQ - INVESCO QQQ TR:

Surprisingly, Summit Rock Advisors, LP made a significant move in their holdings of QQQ, the Invesco QQQ Trust. In just one quarter, their shares jumped from 0 to an impressive 198,639. This bold move indicates the firm's growing interest in this particular equity. Additionally, the value of their investment reached $73,381,000.

IWP - ISHARES TR:

Similar to QQQ, Summit Rock Advisors, LP made a substantial investment in IWP, the iShares Trust. They added 542,533 shares of this equity to their portfolio throughout the quarter. The value of their investment in IWP currently stands at $52,424,000. This signifies the firm's confidence in the growth potential of this particular company.

XLE - SELECT SECTOR SPDR TR:

In a surprising turn of events, Summit Rock Advisors, LP entirely divested their holdings in XLE, the Select Sector SPDR Trust, during Q2 of 2023. Their previous investment, totaling 893,279 shares, was liquidated, resulting in a valuation of $73,990,000. This sudden shift demonstrates the firm's decision to reallocate their resources and explore new investment opportunities.

In summary, Summit Rock Advisors, LP made notable changes in their 13F holdings during Q1 and Q2 of 2023. While they maintained stability in the VEU equity, they showcased a growing interest in QQQ, IWP, and an unexpected divestment in XLE. These changes reflect the firm's proactive approach to optimizing their investment portfolio to achieve long-term success.

As Summit Rock Advisors, LP continues to refine and adapt their investment strategies, it will be intriguing to observe how these recent moves impact their overall portfolio performance. Stay tuned for further updates from one of the leading investment firms in the market.

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