Latest WASHINGTON UNIVERSITY Stock Portfolio
WASHINGTON UNIVERSITY Performance:
2024 Q3: -2.97%YTD: 30.86%2023: 32.08%
Performance for 2024 Q3 is -2.97%, and YTD is 30.86%, and 2023 is 32.08%.
About WASHINGTON UNIVERSITY and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WASHINGTON UNIVERSITY reported an equity portfolio of $154.2 Millions as of 30 Sep, 2024.
The top stock holdings of WASHINGTON UNIVERSITY are NU, MRNA, UTI. The fund has invested 92.1% of it's portfolio in NU HOLDINGS LTD and 6.5% of portfolio in MODERNA INC .
They significantly reduced their stock positions in UNIVERSAL TECHNICAL INST INC (UTI) and NU HOLDINGS LTD (NU). WASHINGTON UNIVERSITY opened new stock positions in MAPLEBEAR INC.
The top stock holdings of WASHINGTON UNIVERSITY are NU, MRNA, UTI. The fund has invested 92.1% of it's portfolio in NU HOLDINGS LTD and 6.5% of portfolio in MODERNA INC .
They significantly reduced their stock positions in UNIVERSAL TECHNICAL INST INC (UTI) and NU HOLDINGS LTD (NU). WASHINGTON UNIVERSITY opened new stock positions in MAPLEBEAR INC.
WASHINGTON UNIVERSITY Annual Return Estimates Vs S&P 500
Our best estimate is that WASHINGTON UNIVERSITY made a return of -2.97% in the last quarter. In trailing 12 months, it's portfolio return was 40.89%.
New Buys
| Ticker | $ Bought |
|---|---|
| maplebear inc | 237,881 |
New stocks bought by WASHINGTON UNIVERSITY
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| universal technical inst inc | -88.69 |
| nu holdings ltd | -27.76 |
WASHINGTON UNIVERSITY reduced stake in above stock
Sold off
Sector Distribution
WASHINGTON UNIVERSITY has about 92.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 92.3 |
| Healthcare | 6.5 |
| Consumer Defensive | 1.2 |
Market Cap. Distribution
WASHINGTON UNIVERSITY has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 92.3 |
| LARGE-CAP | 6.5 |
| SMALL-CAP | 1.2 |
Stocks belong to which Index?
About 7.7% of the stocks held by WASHINGTON UNIVERSITY either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 92.3 |
| S&P 500 | 6.5 |
| RUSSELL 2000 | 1.2 |
WASHINGTON UNIVERSITY Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WASHINGTON UNIVERSITY
WASHINGTON UNIVERSITY has 4 stocks in it's portfolio. MRNA proved to be the most loss making stock for the portfolio. UTI was the most profitable stock for WASHINGTON UNIVERSITY last quarter.
Last Reported on: 29 Oct, 2024