Trustees Of The Smith College Portfolio Holdings

Trustees Of The Smith College

  • $18.2 Million
  • Q3 2024

Trustees Of The Smith College has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $18.2 Million distributed in 2 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $14.3M and Ishares Core U.S. Aggregate Bo with a value of $3.88M.

Examining the 13F form we can see an increase of $2.45M in the current position value, from $15.7M to 18.2M.

Below you can find more details about Trustees Of The Smith College portfolio as well as his latest detailed transactions.

Portfolio value $18.2 Million
ETFs: $18.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.3 Million 78.63% of portfolio
146,657
Q3 2024 Added 2.08%
$0
$3.88 Million 21.37% of portfolio
38,355
Q3 2024 Added 0.92%

Summary

  • Portfolio
  • No. of Stocks 2
  • Current Value $18.2 Million
  • Prior Value $15.7 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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