University OF Chicago is based out of Chicago. Their last reported 13F filing for Q4 2023 included $71,990,144 in managed 13F securities
and a top 10 holdings concentration of 100.0%. University OF Chicago's largest holding is VANGUARD TOTAL BOND MARKET INDEX FUND-ETF Shares with shares held of 706,488. Whalewisdom has at least 65 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AMJ JPMorgan Chase & Co. | 2.39% |
NKGN NKGen Biotech Inc | 2.1% |
OVV Ovintiv Inc. (Pan Ca | 0.61% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IEFA iShares Core MSCI EA | 47.85% |
VOO VANGUARD 500 INDEX F | 3.69% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BND VANGUARD TOTAL BOND | 72.18% |
VT VANGUARD TOTAL WORLD | 11.61% |
VOO VANGUARD 500 INDEX F | 10.85% |
AMJ JPMorgan Chase & Co. | 2.39% |
NKGN NKGen Biotech Inc | 2.1% |
2023-12-31
13F Activity
Market Value | $72.0m, Prior: $152m |
New Purchases | 3 stocks |
Added To | 0 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 2 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 50% |
Turnover Alt %[2] | 5.1% |
Time Held Top 20 | 2.5 quarters |
Time Held Top 10 | 2.5 quarters |
Time Held All | 2.5 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.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31