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CIK: 0001599404
Total reported value
$334.6M
$334.6M
5 檔
117.9%
As reported in its official Q3 2024 Form 13F filing, Trustees of Dartmouth College's tracked investment portfolio stood at $334.6M with 5 total positions.
In Q3 2024, Trustees of Dartmouth College adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 65.42% | -22.92% | EXIT | |
| 2 | OBDC | Blue Owl Capital Corporation | Stock-Financials | 18.57% | — | -36.52% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 15.44% | -4.64% | — | |
| 4 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.86% | — | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +5.2% | — | Unchanged |
| 2 | OBDC | Blue Owl Capital Corporation | +4% | -36.52% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.2% | — | Unchanged |
| 4 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | -9.4% | -40.33% | Trim |
According to official SEC Form 13F filings, Trustees of Dartmouth College reported a total U.S. public equity portfolio value of $334.6M across 5 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, OBDC, VTV) accounted for 117.9% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
SPY
前期市值: $410.2M
During Q3 2024, Trustees of Dartmouth College's top holdings by market value included SPY (65.4%)、OBDC (18.6%)、VTV (15.4%). The largest single position, SPY, represented 65.4% of total portfolio value.
In Q3 2024, Trustees of Dartmouth College made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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