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, IEFA, SHY, IEMG, IGSB, and represent 93.86% of University of Massachusetts Foundation's stock portfolio.
  • Added to shares of these 5 stocks: SHY (+$38.02M), IGSB (+$18.43M), IEMG (+$14.00M), VTI (+$9.86M), IEFA.
  • Started 2 new stock positions in IGSB, SHY.
  • University of Massachusetts Foundation was a net buyer of stock by $81.99M.
  • University of Massachusetts Foundation has $196.33M in assets under management (AUM), growing by 30.94%.

Portfolio Holdings for University of Massachusetts Foundation

Companies in the University of Massachusetts Foundation portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Stock Market ETF (VTI) 31.75 483.50k +18% 128.91
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 21.55 847.88k +4% 49.89
iShares Lehman 1-3 Year Treas.Bond (SHY) 19.37 438.70k NEW 86.67
Ishares Inc core msci emkt (IEMG) 11.81 573.02k +152% 40.47
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 9.39 352.00k NEW 52.36
iShares S&P SmallCap 600 Index (IJR) 6.14 214.94k 56.11

Past Filings by University of Massachusetts Foundation

View past SEC 13F filings by University of Massachusetts Foundation

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