Latest University of Massachusetts Foundation, Inc. Stock Portfolio
About University of Massachusetts Foundation, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, University of Massachusetts Foundation, Inc. reported an equity portfolio of $233.2 Millions as of 30 Sep, 2024.
The top stock holdings of University of Massachusetts Foundation, Inc. are VB, IJR, EMGF. The fund has invested 50.2% of it's portfolio in VANGUARD INDEX FDS and 20.5% of portfolio in ISHARES TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB).
The top stock holdings of University of Massachusetts Foundation, Inc. are VB, IJR, EMGF. The fund has invested 50.2% of it's portfolio in VANGUARD INDEX FDS and 20.5% of portfolio in ISHARES TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB).
University of Massachusetts Foundation, Inc. Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -14.59 |
University of Massachusetts Foundation, Inc. reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 5.4 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 2.5 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
University of Massachusetts Foundation, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of University of Massachusetts Foundation, Inc.
Last Reported on: 23 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| EMGF | ishares inc | 17.26 | 700,928 | 40,240,300 | unchanged | 0.00 | ||
| IBCE | ishares tr | 12.03 | 359,506 | 28,059,400 | unchanged | 0.00 | ||
| IJR | ishares tr | 20.51 | 82,898 | 47,817,200 | unchanged | 0.00 | ||
| VB | vanguard index fds | 50.20 | 413,355 | 117,046,000 | reduced | -14.59 | ||