P/E Global LLC Portfolio Holdings

P/E Global LLC

  • $444 Million
  • Q4 2024

P/E Global LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $444 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Acwi ETF with a value of $262M, Vanguard Total International B with a value of $66.4M, Vanguard Index Fds S&P 500 ETF with a value of $52.7M, Ishares Core U.S. Aggregate Bo with a value of $44.9M, and Vanguard Ftse Developed Market with a value of $18.4M.

Examining the 13F form we can see an increase of $83M in the current position value, from $361M to 444M.

Below you can find more details about P/E Global LLC portfolio as well as his latest detailed transactions.

Portfolio value $444 Million
ETFs: $444 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$262 Million 58.95% of portfolio
2,229,221
Q4 2024 Added 5.41%
$0
$66.4 Million 14.95% of portfolio
1,354,458
Q4 2024 Added 4.37%
$0
$52.7 Million 11.85% of portfolio
97,738
Q4 2024 New
$0
$44.9 Million 10.1% of portfolio
463,274
Q4 2024 Added 8.32%
$0
$18.4 Million 4.15% of portfolio
385,419
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $444 Million
  • Prior Value $361 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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