HM
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Hackensack Meridian Health, Inc.13F | |
| Hackensack Meridian Health, Inc. | |
| Last update 2024-08-15 | 6 Stocks (0 new) |
| Value $750.00 Mil | Turnover 0 % |
| Portfolio Report | |
Hackensack Meridian Health, In... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 506,000 | 275375.320 | 0% | 36.710 | 0% | - | +6.68% | +22.20% | 602048.949 | ||
ACWI | iShares MSCI ACWI Index Fund | 1,430,000 | 160732.000 | 0% | 21.430 | 0% | - | +5.91% | +17.36% | 19372.575 | ||
IWD | iShares Russell 1000 Value ETF | 826,000 | 144112.220 | 0% | 19.210 | 0% | - | +4.60% | +15.22% | 59852.284 | ||
GNR | SPDR S&P Global Natural Resources ETF | 1,606,000 | 89695.100 | 0% | 11.960 | 0% | - | +0.04% | -0.74% | 3202.299 | ||
EFA | iShares MSCI EAFE ETF | 761,932 | 59682.130 | 0% | 7.960 | 0% | - | +1.40% | +6.86% | 56141.039 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 385,000 | 20609.050 | 0% | 2.750 | 0% | - | +6.20% | +11.76% | 83540.675 |
Hackensack Meridian Health, Inc.'s Historical Top Holdings Breakdowns
Hackensack Meridian Health, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 2024-03-31 | New Buy | +21.17% | 99.79 ($105.01) 110.15 | $119.44 | 13.74% | New holding | 1,430,000 | 1,430,000 | |
EFA | iShares MSCI EAFE ETF | 2024-03-31 | New Buy | +8.18% | 73.11 ($76.49) 80.04 | $80.52 | 5.27% | New holding | 761,932 | 761,932 | |
HEFA | iShares Currency Hedged MSCI EAFE ETF | 2024-03-31 | Sold Out | -6.02% | 31.29 ($32.93) 34.9 | $35.48 | 7.74% | Sold Out | 0 | -397,932 | |
IEMG | iShares Core MSCI Emerging Markets ETF | 2024-03-31 | New Buy | +2.67% | 47.6 ($50.08) 51.96 | $56.53 | 12.88% | New holding | 385,000 | 385,000 | |
VBR | Vanguard Small Cap Value ETF | 2023-12-31 | Sold Out | -18.47% | 149.18 ($163.24) 181.94 | $201.27 | 23.30% | Sold Out | 0 | -780,201 | |
IEMG | iShares Core MSCI Emerging Markets ETF | 2023-12-31 | Sold Out | -12.11% | 45.74 ($48.44) 50.64 | $56.53 | 16.70% | Sold Out | 0 | -1,713,607 | |
IWD | iShares Russell 1000 Value ETF | 2023-12-31 | Reduce | -1.37% | 143.69 ($154.43) 165.7 | $190.40 | 23.29% | Reduce -6.88% | 826,000 | -61,000 | |
HEFA | iShares Currency Hedged MSCI EAFE ETF | 2023-12-31 | Add | +0.04% | 28.86 ($30.48) 31.76 | $35.48 | 16.40% | Add 0.74% | 397,932 | 2,932 | |
VBR | Vanguard Small Cap Value ETF | 2023-09-30 | Reduce | -8.46% | 157.33 ($167.19) 174.39 | $201.27 | 20.38% | Reduce -32.31% | 780,201 | -372,403 | |
IWD | iShares Russell 1000 Value ETF | 2023-09-30 | Add | +3.72% | 151.73 ($158.6) 163.56 | $190.40 | 20.05% | Add 22.85% | 887,000 | 165,000 |
Hackensack Meridian Health, Inc. Total Holding History ($B)
Hackensack Meridian Health, Inc.'s Asset Allocation
Hackensack Meridian Health, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hackensack Meridian Health, Inc.'s Hypothetical Growth since 2024-06-30
Hackensack Meridian Health, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Hackensack Meridian Health, Inc.'s Holdings Heat Map
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Hackensack Meridian Health, Inc.'s Holdings Bubble Chart
Hackensack Meridian Health, Inc. News
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