55 I, LLC Portfolio Holdings
55 I, LLC
- $3.58 Billion
- Q3 2022
55 I, LLC has filed its 13F form on November 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $3.58 Billion distributed in 580 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $389M, Ishares Trust Ishares Esg Awar with a value of $363M, Spdr Portfolio S&P 500 ETF (Ma with a value of $274M, Msci Eafe Value ETF with a value of $146M, and Msci Eafe Growth ETF with a value of $138M.
Examining the 13F form we can see an increase of $5.78M in the current position value, from $3.57B to 3.58B.
55 I, LLC is based out at Boston, MA
Below you can find more details about 55 I, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.58 Billion
ETFs: $3.17 Billion
Technology: $93.5 Million
Healthcare: $62 Million
Financial Services: $49.8 Million
Consumer Cyclical: $42.8 Million
Industrials: $30.6 Million
Communication Services: $30.6 Million
Consumer Defensive: $29.4 Million
Other: $39.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 580
- Current Value $3.58 Billion
- Prior Value $3.57 Billion
- Filing
- Period Q3 2022
- Filing Date November 14, 2022
- Form Type 13F-HR
- Activity in Q3 2022
- New Purchases 193 stocks
- Additional Purchases 300 stocks
- Sold out of 0 stocks
- Reduced holdings in 86 stocks