Michelson Medical Research Foundation, Inc. Portfolio Holdings

Michelson Medical Research Foundation, Inc.

  • $116 Billion
  • Q2 2024

Michelson Medical Research Foundation, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $17.8B, Vanguard Ftse Emerging Mkts Et with a value of $10.4B, Ishares S&P 500 Value ETF with a value of $9.45B, Avalonbay Communities Inc with a value of $8.59B, and Ishares Core S&P 500 ETF with a value of $8.2B.

Examining the 13F form we can see an decrease of $48.7B in the current position value, from $165B to 116B.

Michelson Medical Research Foundation, Inc. is based out at Los Angeles, CA

Below you can find more details about Michelson Medical Research Foundation, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $89.8 Billion
Real Estate: $22.2 Billion
Financial Services: $2.49 Billion
Energy: $1.85 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.79B
$1.57 Billion 1.35% of portfolio
120,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $116 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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