Fund Evaluation Group, LLC Purchases and Sells in Q4 2024

Fund Evaluation Group, LLC

$2.14 Billion
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	218K + 16.21%	$570.51 - $610.59 $124M - $133M	1.56M $920M
SPSM	2.53M + 5688.71%	$44.33 - $49.55 $112M - $125M	2.57M $116M
SCHX	3.19M + 316.04%	$22.4 - $68.28 $71.5M - $218M	4.2M $97.4M
GOVT	1.15M + 9.47%	$22.39 - $23.45 $25.6M - $26.9M	13.2M $304M
CATH	74.7K + 25.03%	$68.5 - $73.81 $5.12M - $5.51M	373K $26.4M
SCHE	155K + 44.86%	$26.63 - $30.23 $4.12M - $4.68M	500K $13.3M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	1.52M New	$65.95 - $72.56 $100M - $110M	1.52M $101M
CEFA	143K New	$30.05 - $32.57 $4.3M - $4.66M	143K $4.3M
SCHC	80.1K New	$33.93 - $38.37 $2.72M - $3.07M	80.1K $2.75M
VIOO	21.7K New	$105.45 - $117.99 $2.28M - $2.55M	21.7K $2.3M
VTI	2.3K New	$280.04 - $302.45 $645K - $697K	2.3K $667K
TIP	5.59K New	$106.33 - $110.69 $595K - $619K	5.59K $595K

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUSA	-11K - 7.18%	$118.0 - $127.04 $1.3M - $1.4M	143K $17.3M
EFA	-80 - 0.08%	$75.1 - $82.99 $6.01K - $6.64K	98.6K $7.46M
ACWX	-1.37K - 3.56%	$52.1 - $57.26 $71.5K - $78.6K	37.1K $1.94M
ACWI	-106 - 0.57%	$117.05 - $123.03 $12.4K - $13K	18.4K $2.16M
IWR	-770 - 0.63%	$87.25 - $95.52 $67.2K - $73.6K	121K $10.7M
IWM	-1 - -0.0%	$216.13 - $242.4 $216 - $242	43.9K $9.69M

Activity Summary All Purchases 28 New Holdings 9 Increased Positions 19 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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