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 1 stock: VTI (-$45M).
  • University of Massachusetts Foundation was a net seller of stock by $-45M.
  • University of Massachusetts Foundation has $186M in assets under management (AUM), dropping by -20.25%.
  • Central Index Key (CIK): 0001802874

Tip: Access up to 7 years of quarterly data

Positions held by University of Massachusetts Foundation 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 University of Massachusetts Foundation

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 40.5 $75M -37% 260k 289.81
 View chart
Ishares Tr Core S&p500 Etf (IVV) 26.2 $49M 83k 588.68
 View chart
Ishares Core Msci Emkt (IEMG) 19.7 $37M 701k 52.22
 View chart
Ishares Tr Core Msci Eafe (IEFA) 13.6 $25M 360k 70.28
 View chart

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