University of Massachusetts Foundation

Latest statistics and disclosures from University of Massachusetts Foundation's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IVV, IEMG, IEFA, and represent 100.00% of University of Massachusetts Foundation's stock portfolio.
  • Reduced shares in these 2 stocks: VTI (-$5.2M), IVV.
  • University of Massachusetts Foundation was a net seller of stock by $-8.4M.
  • University of Massachusetts Foundation has $239M in assets under management (AUM), dropping by -0.58%.
  • Central Index Key (CIK): 0001802874

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Portfolio Holdings for University of Massachusetts Foundation

University of Massachusetts Foundation holds 4 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 54.4 $130M -3% 484k 268.46
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Ishares Tr Core S&p500 Etf (IVV) 19.0 $45M -6% 83k 547.23
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Ishares Core Msci Emkt (IEMG) 15.7 $38M 701k 53.53
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Ishares Tr Core Msci Eafe (IEFA) 10.9 $26M 360k 72.64
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Past Filings by University of Massachusetts Foundation

SEC 13F filings are viewable for University of Massachusetts Foundation going back to 2019

View all past filings