Dan L Duncan Foundation Portfolio Holdings

Dan L Duncan Foundation

  • $69.1 Million
  • Q3 2024

Dan L Duncan Foundation has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $69.1 Million distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $52.4M and Vanguard Dividend Appreciation with a value of $16.8M.

Examining the 13F form we can see an increase of $3.68M in the current position value, from $65.5M to 69.1M.

Dan L Duncan Foundation is based out at Houston, TX

Below you can find more details about Dan L Duncan Foundation portfolio as well as his latest detailed transactions.

Portfolio value $69.1 Million
ETFs: $69.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.4 Million 75.77% of portfolio
671,206
Q2 2024 Added 1.82%
$0
$16.8 Million 24.23% of portfolio
91,966
Q3 2024 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $69.1 Million
  • Prior Value $65.5 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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