University Of Massachusetts Foundation, Inc. Portfolio Holdings

University Of Massachusetts Foundation, Inc.

  • $178 Million
  • Q1 2025

University Of Massachusetts Foundation, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $178 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $66.7M, Ishares Core S&P 500 ETF with a value of $46.6M, Ishares Inc with a value of $37.6M, and Ishares Tr with a value of $27.2M.

Examining the 13F form we can see an decrease of $8.83M in the current position value, from $187M to 178M.

University Of Massachusetts Foundation, Inc. is based out at Boston, MA

Below you can find more details about University Of Massachusetts Foundation, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $178 Million
ETFs: $178 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.7 Million 37.47% of portfolio
242,779
Q1 2025 Reduced 6.52%
$0
$46.6 Million 26.15% of portfolio
82,898
Q2 2024 Reduced 6.56%
$0
$37.6 Million 21.11% of portfolio
700,928
Q1 2023 Added 17.61%
$0
$27.2 Million 15.27% of portfolio
359,506
Q1 2023 Added 27.03%

Summary

  • Portfolio
  • No. of Stocks 4
  • Current Value $178 Million
  • Prior Value $187 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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