$114 Million is the total value of Michael & Susan Dell Foundation's 8 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AON | Exit | AON PLC | $0 | – | -71,242 | -100.0% | -4.84% | – |
WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -313,712 | -100.0% | -11.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JPMORGAN CHASE & CO | 23 | Q3 2019 | 57.9% |
AETNA INC NEW | 20 | Q3 2018 | 28.3% |
INTREXON CORP | 18 | Q2 2018 | 14.6% |
VANGUARD TAX-MANAGED INTL FD | 15 | Q3 2023 | 100.0% |
BERKSHIRE HATHAWAY INC DEL | 14 | Q3 2019 | 13.8% |
ZIOPHARM ONCOLOGY INC | 13 | Q2 2018 | 0.6% |
CROWN CASTLE INTL CORP NEW | 12 | Q3 2017 | 43.9% |
MULTIPLAN CORPORATION | 12 | Q3 2023 | 0.3% |
MULTIPLAN CORPORATION | 8 | Q3 2022 | 26.3% |
TIME WARNER INC | 8 | Q3 2015 | 17.6% |
View Michael & Susan Dell Foundation's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
144 | 2024-04-08 |
144 | 2024-03-21 |
13F-HR | 2024-02-14 |
144 | 2023-12-27 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
View Michael & Susan Dell Foundation's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.