David Swensen

Last Update: 2014-02-12

Number of Stocks: 9
Number of New Stocks: 4

Total Value: $57 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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David Swensen Sold these stocks:



View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
EFA iShares MSCI EAFE In... 2013-12-31 Reduce-23.06%$62.7 - $66.85
($65.35)
$ 67.533%Reduce -58.08%246,800
PANW Palo Alto Networks I... 2013-12-31 Reduce-1.03%$40.99 - $57.8
($47.43)
$ 69.9648%Reduce -22.83%71,096
PGTI PGT, Inc. 2013-12-31 Reduce-1%$9.05 - $10.49
($9.87)
$ 10.698%Reduce -18.22%432,093
PANW Palo Alto Networks I... 2013-09-30 Reduce-3.4%$41.15 - $50.04
($47.42)
$ 69.9648%Reduce -30.87%92,132
VWO Vanguard Msci Emergi... 2012-06-30 Reduce-76.56%$37.15 - $44.08
($40.23)
$ 41.563%Reduce -87.4%326,000
VWO Vipers-m Em Mkt 2012-03-31 Reduce-29.41%$38.57 - $44.97
($40.3)
$ 41.563%Reduce -34.32%2,587,000
EFA Ishars-eafe 2012-03-31 Reduce-7.71%$49.15 - $55.8
($50.08)
$ 67.5335%Reduce -83.79%53,000
AREX Approach Resrcs 2012-03-31 Reduce-1.22%$31.27 - $38.32
($32.44)
$ 19.51-40%Reduce -76.51%22,447
EEM Imcsi Emerging Marke... 2011-12-31 Reduce-32.21%$34.36 - $42.76
($38.76)
$ 42.018%Reduce -98.5%36,000
SPY Spdr S&p 500 2011-12-31 Reduce-18.52%$109.93 - $128.6
($122.62)
$ 186.3952%Reduce -97.24%12,000
EFA Ishares Trust Msci E... 2011-12-31 Reduce-9.06%$46.45 - $55.57
($50.22)
$ 67.5334%Reduce -59.95%327,000
SPY Spdr S&p 500 Etf 2011-06-30 Reduce-28.87%$126.81 - $136.43
($131.92)
$ 186.3941%Reduce -92.42%21,000
EFA iShares MSCI EAFE In... 2009-09-30 Reduce-15.32%$44.01 - $55.77
($50.72)
$ 67.5333%Reduce -72.97%20,000
EFA iShares MSCI EAFE In... 2009-06-30 Reduce-3.25%$38.57 - $49.04
($44.13)
$ 67.5353%Reduce -58.43%74,000
OEF iShares S&P 100 Inde... 2009-06-30 Reduce-2.47%$38.43 - $44.31
($41.82)
$ 82.6698%Reduce -67.09%52,000
EFA iShares MSCI EAFE In... 2009-03-31 Reduce-3.34%$32.58 - $43.51
($37.8)
$ 67.5379%Reduce -31.27%178,000
XTXI Crosstex Energy Inc. 2009-03-31 Reduce-0.06%$0.87 - $5.51
($2.8)
$ 37.61243%Reduce -90.91%27,112
EEM iMCSI Emerging Marke... 2008-12-31 Reduce-6.06%$19.54 - $25.09
($23.2)
$ 42.0181%Reduce -85.39%261,000
EFA iShares MSCI EAFE In... 2008-12-31 Reduce-4.49%$37.79 - $44.13
($41.7)
$ 67.5362%Reduce -90.85%101,000
CXO Concho Resources Inc... 2008-12-31 Reduce-3.24%$16.91 - $23.59
($20.9)
$ 133.2537%Reduce -64.1%202,912
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

David Swensen's Profile:

David Swensen has been the Chief Investment Officer at Yale University since 1985. He is responsible for managing and investing the University's endowment assets and investment funds, which total over $22 billion. Realizing an annual return of more than 17.2% on his investments over the last ten years, Swensen has added more than $16 billion to Yale's coffers. Mr. Swensen also outperformed 99% of U.S.-based mutual funds.

» More Profile & Performance

David Swensen's Current Portfolio:

Ticker Shares Value ($1000)
VWO686,00028,222
EFA246,80016,559
PGTI432,0934,373
PANW71,0964,086
GOGO60,0001,489
AREX69,2171,335
COTY39,814607
KSU2,500310
NVAX25,398130
FB00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Basic Materials 7.7% 7.7%
Energy 2.3% 2.3%
Technology 0.5% 0.5%
Healthcare 0.2% 0.2%
Consumer Cyclical 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


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