Latest P/E Global LLC Stock Portfolio
About P/E Global LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, P/E Global LLC reported an equity portfolio of $361.4 Millions as of 30 Sep, 2024.
The top stock holdings of P/E Global LLC are AAXJ, BNDX, IJR. The fund has invested 70% of it's portfolio in ISHARES TR and 18.1% of portfolio in VANGUARD CHARLOTTE FDS.
They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and VANGUARD CHARLOTTE FDS (BNDX).
The top stock holdings of P/E Global LLC are AAXJ, BNDX, IJR. The fund has invested 70% of it's portfolio in ISHARES TR and 18.1% of portfolio in VANGUARD CHARLOTTE FDS.
They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AAXJ) and VANGUARD CHARLOTTE FDS (BNDX).
P/E Global LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -8.05 |
| ishares tr | -6.95 |
| vanguard charlotte fds | -6.41 |
P/E Global LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 4.5 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 2.1 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
P/E Global LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of P/E Global LLC
Last Reported on: 17 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 69.96 | 2,114,880 | 252,833,000 | reduced | -6.95 | ||
| BNDX | vanguard charlotte fds | 18.06 | 1,297,780 | 65,252,000 | reduced | -6.41 | ||
| IJR | ishares tr | 11.98 | 427,685 | 43,312,000 | reduced | -8.05 | ||