Independent Order Of Foresters Portfolio Holdings

Independent Order Of Foresters

  • $149 Million
  • Q4 2024

Independent Order Of Foresters has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Million distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $86.5M and Vanguard Total Stock Market Et with a value of $62M.

Examining the 13F form we can see an decrease of $24.7M in the current position value, from $173M to 149M.

Independent Order Of Foresters is based out at Toronto, A6

Below you can find more details about Independent Order Of Foresters portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $149 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$86.5 Million 58.26% of portfolio
672,744
Q4 2024 Added 22.4%
$0
$62 Million 41.74% of portfolio
213,865
Q4 2024 Reduced 12.1%

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $149 Million
  • Prior Value $173 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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