Latest YALE UNIVERSITY Stock Portfolio
YALE UNIVERSITY Performance:
2024 Q4: 0.2%YTD: 18.06%2023: 11.72%
Performance for 2024 Q4 is 0.2%, and YTD is 18.06%, and 2023 is 11.72%.
About YALE UNIVERSITY and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, YALE UNIVERSITY reported an equity portfolio of $0.8 Millions as of 31 Dec, 2024.
The top stock holdings of YALE UNIVERSITY are IJR, REI, . The fund has invested 97.2% of it's portfolio in ISHARES TR CORE S&P TTL STK and 2.1% of portfolio in RING ENERGY INC.
The fund managers got completely rid off CARTESIAN THERAPEUTICS INC (SELB) stocks. They significantly reduced their stock positions in ISHARES TR CORE S&P TTL STK (IJR). YALE UNIVERSITY opened new stock positions in RING ENERGY INC (REI).
The top stock holdings of YALE UNIVERSITY are IJR, REI, . The fund has invested 97.2% of it's portfolio in ISHARES TR CORE S&P TTL STK and 2.1% of portfolio in RING ENERGY INC.
The fund managers got completely rid off CARTESIAN THERAPEUTICS INC (SELB) stocks. They significantly reduced their stock positions in ISHARES TR CORE S&P TTL STK (IJR). YALE UNIVERSITY opened new stock positions in RING ENERGY INC (REI).
YALE UNIVERSITY Annual Return Estimates Vs S&P 500
Our best estimate is that YALE UNIVERSITY made a return of 0.2% in the last quarter. In trailing 12 months, it's portfolio return was 18.06%.
New Buys
| Ticker | $ Bought |
|---|---|
| ring energy inc | 17,227 |
New stocks bought by YALE UNIVERSITY
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr core s&p ttl stk | -4.64 |
YALE UNIVERSITY reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cartesian therapeutics inc | -1,612,000 |
YALE UNIVERSITY got rid off the above stocks
Sector Distribution
YALE UNIVERSITY has about 97.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 97.9 |
| Energy | 2.1 |
Market Cap. Distribution
YALE UNIVERSITY has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 97.9 |
| SMALL-CAP | 2.1 |
Stocks belong to which Index?
About 2.1% of the stocks held by YALE UNIVERSITY either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 97.9 |
| RUSSELL 2000 | 2.1 |
YALE UNIVERSITY Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of YALE UNIVERSITY
YALE UNIVERSITY has 3 stocks in it's portfolio. REI proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for YALE UNIVERSITY last quarter.
Last Reported on: 14 Feb, 2025