University Of Massachusetts Foundation 13F annual report
University Of Massachusetts Foundation is an investment fund managing more than $240 billion ran by Paul Dawley. There are currently 3 companies in Mr. Dawley’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $204 billion.
$240 billion Assets Under Management (AUM)
As of 2nd May 2024, University Of Massachusetts Foundation’s top holding is 503,429 shares of Vanguard Index Fds currently worth over $131 billion and making up 54.4% of the portfolio value.
In addition, the fund holds 448,220 shares of Ishares Tr worth $73.3 billion.
The third-largest holding is Ishares Inc worth $36.2 billion.
Currently, University Of Massachusetts Foundation's portfolio is worth at least $240 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at University Of Massachusetts Foundation
The University Of Massachusetts Foundation office and employees reside in Newton, Massachusetts. According to the last 13-F report filed with the SEC, Paul Dawley serves as the General Counsel at University Of Massachusetts Foundation.
Recent trades
Paul Dawley disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $73.3 billion and 448,220 shares.
One of the smaller hedge funds
The two most similar investment funds to University Of Massachusetts Foundation are Gold Investment Management and Kfa Private Wealth. They manage $240 billion and $240 billion respectively.
The complete list of University Of Massachusetts Foundation trades based on 13F SEC filings
These positions were updated on May 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
No change
503,429
|
$130,841,197,000 | 54.44% |
| Ishares Tr |
1.55%
448,220
|
$73,322,146,000 | 30.51% |
| Ishares Inc |
No change
700,928
|
$36,167,885,000 | 15.05% |
| No transactions found | |||
| Showing first 500 out of 3 holdings | |||
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