$674 Million is the total value of Hackensack Meridian Health, Inc.'s 6 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRtr unit | $216,304,880 | -3.6% | 506,000 | 0.0% | 32.11% | +4.3% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $134,664,340 | +18.2% | 887,000 | +22.9% | 19.99% | +27.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $124,434,257 | -34.7% | 780,201 | -32.3% | 18.47% | -29.4% |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $89,486,320 | +3.4% | 1,606,000 | 0.0% | 13.28% | +11.8% | |
| IEMG | ISHARES TRhdg msci eafe | $81,550,557 | -3.4% | 1,713,607 | 0.0% | 12.11% | +4.4% | |
| HEFA | ISHARES TRhdg msci eafe | $27,223,400 | -4.9% | 395,000 | 0.0% | 4.04% | +2.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 38.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 26.4% |
| SPDR INDEX SHS FDS | 8 | Q3 2023 | 13.3% |
| ISHARES TR | 6 | Q1 2023 | 23.3% |
| ISHARES TR | 6 | Q1 2023 | 6.0% |
| ISHARES TR | 5 | Q1 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2022 | 5.6% |
| ISHARES TR | 3 | Q3 2022 | 12.7% |
| ISHARES TR | 3 | Q2 2022 | 11.0% |
| ISHARES TR | 2 | Q3 2023 | 20.0% |
View Hackensack Meridian Health, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View Hackensack Meridian Health, 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.