Latest Trustees of the Smith College Stock Portfolio
$25.88Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About Trustees of the Smith College and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Trustees of the Smith College reported an equity portfolio of $25.9 Millions as of 31 Mar, 2024.
The top stock holdings of Trustees of the Smith College are AGG, VOO. The fund has invested 52% of it's portfolio in ISHARES TR and 48% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VOO).
The top stock holdings of Trustees of the Smith College are AGG, VOO. The fund has invested 52% of it's portfolio in ISHARES TR and 48% of portfolio in VANGUARD INDEX FDS.
They significantly reduced their stock positions in ISHARES TR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VOO).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| VANGUARD INDEX FDS | 0.86 |
Additions to existing portfolio by Trustees of the Smith College
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -19.72 |
Trustees of the Smith College reduced stake in above stock
Sold off
Current Stock Holdings of Trustees of the Smith College
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 51.99 | 137,399 | 13,456,900 | REDUCED | -19.72 | |
| VOO | VANGUARD INDEX FDS | 48.01 | 143,675 | 12,425,000 | ADDED | 0.86 |