Cabot-Wellington

Latest statistics and disclosures from Cabot-Wellington's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IEFA, VB, and represent 100.00% of Cabot-Wellington's stock portfolio.
  • Added to shares of these 1 stock: VTI (+$50M).
  • Reduced shares in these 2 stocks: IEFA, VB.
  • Cabot-Wellington was a net buyer of stock by $47M.
  • Cabot-Wellington has $239M in assets under management (AUM), dropping by 38.19%.
  • Central Index Key (CIK): 0001353198

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Portfolio Holdings for Cabot-Wellington

Cabot-Wellington holds 3 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 74.2 $177M +38% 748k 237.22
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Ishares Tr Core Msci Eafe (IEFA) 24.0 $57M -3% 815k 70.35
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Vanguard Index Fds Small Cp Etf (VB) 1.9 $4.5M -4% 21k 213.33
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Past Filings by Cabot-Wellington

SEC 13F filings are viewable for Cabot-Wellington going back to 2010

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