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Reading the graph
advised by STRATEGIC INVESTMENT MANAGEMENT, LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Sep 24, 2024 | $901M | 31 | $1.0M | 0.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 27, 2024 | $901M | 31 | $1.0M | 0.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Sep 27, 2023 | $660M | 29 | $1.0M | 0.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 30, 2023 | $660M | 29 | $1.0M | 0.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Nov 3, 2022 | $728M | 27 | $1.0M | 0.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 30, 2022 | $728M | 27 | $1.0M | 0.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Sep 28, 2021 | $645M | 26 | $1.0M | 300.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 30, 2021 | $645M | 26 | $1.0M | 300.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Nov 12, 2020 | $502M | 22 | $1.0M | 500.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Jun 30, 2020 | $502M | 22 | $1.0M | 500.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 30, 2020 | $502M | 22 | $1.0M | 500.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Oct 4, 2019 | $505M | 22 | $1.0M | 1100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Oct 3, 2019 | $505M | 22 | $1.0M | 1100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Jun 27, 2019 | $505M | 22 | $1.0M | 1100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Jun 27, 2019 | $505M | 22 | $1.0M | 1100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Apr 3, 2019 | $505M | 22 | $1.0M | 1100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 29, 2019 | $505M | 22 | $1.0M | 1100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Aug 8, 2018 | $329M | 17 | $1.0M | 1900.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Apr 2, 2018 | $329M | 17 | $1.0M | 1900.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Sep 27, 2017 | $246M | 16 | $1.0M | 2300.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Apr 28, 2017 | $246M | 16 | $1.0M | 2300.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 31, 2017 | $246M | 16 | $1.0M | 2300.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Jan 11, 2017 | $157M | 13 | $1.0M | 3800.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 30, 2016 | $157M | 13 | $1.0M | 3800.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Aug 5, 2015 | $192M | 13 | $1.0M | 3100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 31, 2015 | $192M | 13 | $1.0M | 3100.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Sep 5, 2014 | $159M | 12 | $1.0M | 2600.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 31, 2014 | $159M | 12 | $1.0M | 2600.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Apr 1, 2013 | $76.6M | 10 | $1.0M | 3900.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 20, 2013 | $83.1M | 9 | $1.0M | 4500.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Oct 15, 2012 | $83.1M | 9 | $1.0M | 4500.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Sep 21, 2012 | $83.1M | 9 | $1.0M | 4500.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Mar 30, 2012 | $94.2M | 9 | $1.0M | 3900.0% | yes | STRATEGIC U.S. EQUITY TRUST |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NORTHBROOK BANK AND TRUST CO. | NORTHBROOK BANK AND TRUST CO. | Northbrook | Illinois | United States | no | n/a |
| THE NORTHERN TRUST COMPANY | THE NORTHERN TRUST COMPANY | Chicago | Illinois | United States | no | n/a |