Latest Cabot-Wellington, LLC Stock Portfolio
$239Million
Equity Portfolio Value
Last Reported on: 08 Feb, 2024
About Cabot-Wellington, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cabot-Wellington, LLC reported an equity portfolio of $239.2 Millions as of 31 Dec, 2023.
The top stock holdings of Cabot-Wellington, LLC are VOO, IBCE, VOO. The fund has invested 74.2% of it's portfolio in VANGUARD INDEX FDS and 24% of portfolio in ISHARES TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VOO).
The top stock holdings of Cabot-Wellington, LLC are VOO, IBCE, VOO. The fund has invested 74.2% of it's portfolio in VANGUARD INDEX FDS and 24% of portfolio in ISHARES TR.
They significantly reduced their stock positions in VANGUARD INDEX FDS (VOO) and ISHARES TR (IBCE). 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 | 38.8 |
Additions to existing portfolio by Cabot-Wellington, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD INDEX FDS | -4.9 |
| ISHARES TR | -3.76 |
Cabot-Wellington, LLC reduced stake in above stock
Sold off
Current Stock Holdings of Cabot-Wellington, LLC
Last Reported on: 08 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| IBCE | ISHARES TR | 23.97 | 815,171 | 57,347,300 | REDUCED | -3.76 | |
| VOO | VANGUARD INDEX FDS | 74.17 | 747,985 | 177,437,000 | ADDED | 38.8 | |
| VOO | VANGUARD INDEX FDS | 1.86 | 20,868 | 4,451,770 | REDUCED | -4.9 |