BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY

STANFORD, CA Investment Advisor Trust How do I update this listing?

Board OF Trustees OF The Leland Stanford Junior University is based out of Stanford. Their last reported 13F filing for Q3 2020 included $259,484,000 in managed 13F securities and a top 10 holdings concentration of 97.68%. Board OF Trustees OF The Leland Stanford Junior University's largest holding is Keurig Dr Pepper Inc with shares held of 2,154,452. Whalewisdom has at least 61 13F filings, and 3 13G filings The firm last filed a Form D notice of exempt offering of securities on 2010-04-30. The notice included securities offered of Other

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09/30/2020

13F Activity

  • Market Value $259.484 Million
  • Prior Market Value $116.208 Million
  • New Purchases7 stocks
  • Additional Purchases2 stocks
  • Sold out of6 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 97.68 %
  • Turnover % [1]:59.09%
  • Turnover Alt % [2]: 10.71 %
  • Time Held Top20:3.55 quarters
  • Time Held Top10:2.30 quarters
  • Time Held All:7.09 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 25.1%
Performance Last 4 Quarters: 82.63%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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Insider Transactions in the past year

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2010-04-30 D OTHER Other INDEFINITE 4,450,366 INDEFINITE
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
DAVID F. DEMAREST subscription required
    EXECUTIVE OFFICER
DEBRA L. ZUMWALT subscription required
    EXECUTIVE OFFICER
DIANE PECK subscription required
    EXECUTIVE OFFICER
HOWARD E. WOLF subscription required
    EXECUTIVE OFFICER
JOHN W. ETCHEMENDY subscription required
    EXECUTIVE OFFICER
JOHN L. HENNESSY subscription required
    EXECUTIVE OFFICER
MARTIN W. SHELL subscription required
    EXECUTIVE OFFICER
RANDALL S. LIVINGSTON subscription required
    EXECUTIVE OFFICER
ROBERT C. REIDY subscription required
    EXECUTIVE OFFICER
WILLIAM J. MADIA subscription required
    EXECUTIVE OFFICER

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