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University Of Wisconsin Foundation Top Holdings and 13F Report (2024)

About University Of Wisconsin Foundation

Investment Activity

  • University Of Wisconsin Foundation has $88.62 million in total holdings as of March 31, 2024.
  • University Of Wisconsin Foundation owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 30.24% of the portfolio was purchased this quarter.
  • About 11.58% of the portfolio was sold this quarter.
  • This quarter, University Of Wisconsin Foundation has purchased 5 new stocks and bought additional shares in 2 stocks.
  • University Of Wisconsin Foundation sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

NU
$17,083,175
General Electric
$12,126,139

Largest New Holdings this Quarter

General Electric
$12,126,139 Holding

Largest Purchases this Quarter

General Electric
69,083 shares (about $12.13M)
iShares Core S&P 500 ETF
19,685 shares (about $10.35M)
89bio
371,621 shares (about $4.33M)

Largest Sales this Quarter

NU
477,316 shares (about $5.69M)
Madrigal Pharmaceuticals
17,111 shares (about $4.57M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUniversity Of Wisconsin Foundation

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$29,148,048$10,348,995 55.1%55,44332.9%ETF
Nu Holdings Ltd. stock logo
NU
NU
$17,083,175$5,694,380 -25.0%1,431,95119.3%Business Services
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$15,054,647$4,569,321 -23.3%56,37617.0%Medical
General Electric stock logo
GE
General Electric
$12,126,139$12,126,139 New Holding69,08313.7%Transportation
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$9,411,2450.0%372,57510.6%Medical
89bio, Inc. stock logo
ETNB
89bio
$5,798,315$4,325,669 293.7%498,1376.5%Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: