Seven One Seven Capital Management Portfolio Holdings

Seven One Seven Capital Management

  • $2.17 Billion
  • Q4 2023

Seven One Seven Capital Management has filed its 13F form on February 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $2.17 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $370M, Pimco Investment Grade Corp Bd with a value of $253M, Schwab Us Aggregate Bond ETF with a value of $249M, Invesco Exchange Traded Fd Tr with a value of $237M, and Schwab Strategic Tr Us Dividen with a value of $230M.

Examining the 13F form we can see an increase of $2.13B in the current position value, from $42.6M to 2.17B.

Seven One Seven Capital Management is based out at Lancaster, PA

Below you can find more details about Seven One Seven Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $2.17 Billion
ETFs: $2.17 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $2.17 Billion
  • Prior Value $42.6 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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