13F Filings History of Ocean Endowment Partners, LLC

Latest 13F report
Q3 2021 - 04 Nov 2021
Value $
$4,963,000
Signature - Title
Sarah McGing - Executive Assistant and Office Manager
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Ocean Endowment Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ocean Endowment Partners, LLC reported 8 stock holdings with total value $4,963,000 as of Q3 2021. Top holdings included QQQ, IBM, AAPL, MSFT, and COST.

Notify me when Ocean Endowment Partners, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 8 $4,963,000 $0 -$212,000 -$212,000 QQQ, IBM, AAPL, MSFT, COST 13F-HR 03 Nov 2021, 19:07
Q2 2021 9 $5,175,000 $0 -$407,643 -$407,643 QQQ, IBM, AAPL, MSFT, COST 13F-HR 12 Aug 2021, 14:20
Q1 2021 9 $2,012,000 $0 $0 $0 IBM, COST, V 13F-HR 16 Apr 2021, 14:51
Q4 2020 10 $1,717,000 $0 $0 $0 IBM, VPU, V 13F-HR 03 Feb 2021, 21:24
Q3 2020 11 $3,156,000 $0 $0 $0 IBM, COST, AMT, VPU, V 13F-HR 29 Oct 2020, 12:04
Q2 2020 10 $59,029,000 +$284,277 -$7,224,213 -$6,939,936 IVV, IBM, COST, AMT, VOO 13F-HR 04 Aug 2020, 13:32
Q1 2020 26 $72,594,000 $0 -$14,567,946 -$14,567,946 IVV, MSFT, AAPL, IBM, QQQ 13F-HR 13 May 2020, 11:27
Q4 2019 39 $105,687,000 $0 $0 $0 IVV, MSFT, AAPL, JPM, IBM 13F-HR 12 Feb 2020, 10:41