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

  • Top 5 stock holdings are VTI, IEFA, VB, VT, and represent 100.00% of Cabot-Wellington's stock portfolio.
  • Added to shares of these 1 stock: VT.
  • Started 1 new stock position in VT.
  • Reduced shares in these 2 stocks: VTI, IEFA.
  • Cabot-Wellington was a net seller of stock by $-2.0M.
  • Cabot-Wellington has $258M in assets under management (AUM), dropping by 7.70%.
  • Central Index Key (CIK): 0001353198

Tip: Access up to 7 years of quarterly data

Positions held by Cabot-Wellington consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cabot-Wellington

Cabot-Wellington holds 4 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 74.9 $193M 743k 259.90
 View chart
Ishares Tr Core Msci Eafe (IEFA) 23.1 $60M 803k 74.22
 View chart
Vanguard Index Fds Small Cp Etf (VB) 1.9 $4.8M 21k 228.59
 View chart
Vanguard Index Fds Tt Wrld St Etf (VT) 0.1 $205k NEW 1.9k 110.50
 View chart

Past Filings by Cabot-Wellington

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

View all past filings