University of Massachusetts Foundation, Inc.
Investment Portfolio & 13F Holdings Analysis
About
University of Massachusetts Foundation, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 4 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "IEMG", "IVV", "IEFA", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 4
- Total Value
- 178331479
- Accession Number
- 0001802874-25-000004
- Form Type
- 13F-HR
- Manager Name
- University-Of-Massachusetts-Foundation
Data Enrichment
100% identified4 identified0 unidentified
Holdings
4 positions • $178.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 242.8K | All Managers (Combined) | $66.7M | 37.4% ($66.7M/$178.3M) | |||
| 82.9K | QoQ 0.00% (-0) | All Managers (Combined) | $46.6M | 26.1% ($46.6M/$178.3M) | ||
| 700.9K | All Managers (Combined) | $37.8M | 21.2% ($37.8M/$178.3M) | |||
| 359.5K | All Managers (Combined) | $27.2M | 15.3% ($27.2M/$178.3M) |