Latest University of Massachusetts Foundation, Inc. Stock Portfolio
$240Million
Equity Portfolio Value
Last Reported on: 09 May, 2024
About University of Massachusetts Foundation, Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, University of Massachusetts Foundation, Inc. reported an equity portfolio of $240.3 Millions as of 31 Mar, 2024.
The top stock holdings of University of Massachusetts Foundation, Inc. are VOO, AGG, EMGF. The fund has invested 54.4% of it's portfolio in VANGUARD INDEX FDS and 19.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (AGG).
The top stock holdings of University of Massachusetts Foundation, Inc. are VOO, AGG, EMGF. The fund has invested 54.4% of it's portfolio in VANGUARD INDEX FDS and 19.4% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (AGG).
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -7.37 |
University of Massachusetts Foundation, Inc. reduced stake in above stock
Sold off
Current Stock Holdings of University of Massachusetts Foundation, Inc.
Last Reported on: 09 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 19.41 | 88,714 | 46,639,600 | REDUCED | -7.37 | |
| EMGF | ISHARES INC | 15.05 | 700,928 | 36,167,900 | UNCHANGED | 0.00 | |
| IBCE | ISHARES TR | 11.10 | 359,506 | 26,682,500 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 54.44 | 503,429 | 130,841,000 | UNCHANGED | 0.00 |