Hyperion Partners, LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Hyperion Partners, LLC opened 4 positions, added to 56, reduced 10 and sold out of 3.
- Q2 2024: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 2,380.
- Q2 2024: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 859.
- Q2 2024: Stock ISHARES TR; Country of operation United States; Class IBONDS 24 TRM HG; Shares before 13,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1971715), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
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