University of Massachusetts Foundation

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

  • Top 5 stock holdings are IEFA, IEMG, VTI, IJR, and represent 100.00% of University of Massachusetts Foundation's stock portfolio.
  • Reduced shares in these 1 stocks: VTI (-$18M).
  • University of Massachusetts Foundation was a net seller of stock by $-18M.
  • University of Massachusetts Foundation has $103M in assets under management (AUM), dropping by -8.22%.

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Positions held by University of Massachusetts Foundation, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for University of Massachusetts Foundation

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 38.6 $40M 659k 60.28
Ishares Core Msci Emkt (IEMG) 29.1 $30M 567k 52.80
Vanguard Index Fds Total Stk Mkt (VTI) 17.6 $18M -49% 106k 170.31
Ishares Tr Core S&p Scp Etf (IJR) 14.7 $15M 215k 70.23

Past Filings by University of Massachusetts Foundation

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