$75.3 Million is the total value of University of Massachusetts Foundation, Inc.'s 4 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INCcore msci emkt | $36,511,000 | +3.7% | 567,297 | 0.0% | 48.48% | +35.6% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $19,465,000 | -54.3% | 270,153 | -56.2% | 25.85% | -40.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $18,959,000 | -8.4% | 91,727 | -13.7% | 25.17% | +19.8% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $377,000 | – | 16,169 | +100.0% | 0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 52.3% |
| ISHARES INC | 16 | Q3 2023 | 48.5% |
| ISHARES TR | 16 | Q3 2023 | 43.2% |
| ISHARES TR | 10 | Q3 2023 | 35.1% |
| ISHARES TR | 4 | Q3 2020 | 14.7% |
| CLOVER HEALTH INVESTMENTS CO | 4 | Q2 2022 | 0.5% |
| ISHARES TR | 1 | Q1 2020 | 19.4% |
| ISHARES TR | 1 | Q1 2020 | 9.4% |
| PALANTIR TECHNOLOGIES INC | 1 | Q1 2021 | 0.5% |
View University of Massachusetts Foundation, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-10 |
| 13F-HR/A | 2023-02-13 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-11 |
View University of Massachusetts Foundation, Inc.'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.