David Swensen

Last Update: 06-19-2018

Number of Stocks: 7
Number of New Stocks: 4

Total Value: $360 Mil
Q/Q Turnover: 29%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
Please Subscribe to see portfolio changes after 2018-03-31.

Plans start from as little as $449/year. 7-Day FREE TRIAL

David Swensen Sold these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AMGP Antero Midstream GP LP 2018-03-31 Sold Out -14.69%$15.83 - $22.02
($19.36)
$ 19.00-2%Sold Out0
EFA iShares MSCI EAFE 2018-03-31 Reduce-0.56%$67.94 - $75.25
($71.31)
$ 67.79-5%Reduce -64.86%13,000
IVW iShares S&P 500 Growth 2018-03-31 Sold Out -0.08%$149.59 - $165.98
($159.49)
$ 169.146%Sold Out0
PBPB Potbelly Corp 2018-03-31 Sold Out -0.07%$11.6 - $13.3
($12.59)
$ 12.802%Sold Out0
QTNA Quantenna Communications Inc 2018-03-31 Sold Out -0.07%$12.17 - $15.62
($13.86)
$ 16.1216%Sold Out0
AMGP Antero Midstream GP LP 2017-12-31 Reduce-16.56%$16.78 - $20.46
($18.61)
$ 19.002%Reduce -60.76%2,263,817
EFA iShares MSCI EAFE 2017-12-31 Reduce-14.7%$68.42 - $70.8
($69.54)
$ 67.79-3%Reduce -96.17%37,000
EFA iShares MSCI EAFE 2017-09-30 Reduce-25.07%$64.83 - $68.48
($66.83)
$ 67.791%Reduce -61.75%967,022
FXI iShares China Large-Cap 2017-09-30 Sold Out -8.45%$39.48 - $45.07
($42.83)
$ 42.900%Sold Out0
AR Antero Resources Corp 2017-09-30 Reduce-1.33%$18.49 - $22.16
($20.17)
$ 21.768%Reduce -6.35%3,674,487
VWO Vanguard FTSE Emerging Markets 2017-06-30 Sold Out -69.72%$39.33 - $41.35
($40.52)
$ 42.806%Sold Out0
EWY iShares Inc MSCI South Korea 2017-06-30 Sold Out -10.36%$59.11 - $68.66
($64.9)
$ 66.202%Sold Out0
AR Antero Resources Corp 2017-06-30 Reduce-0.3%$19.68 - $23.44
($21.48)
$ 21.761%Reduce -1.63%3,923,487
APTI Apptio Inc 2017-06-30 Sold Out -0.24%$11.02 - $17.99
($14.62)
$ 36.23148%Sold Out0
AMS American Shared Hospital Services 2017-06-30 Sold Out -0.05%$3.8 - $4.75
($4.22)
$ 2.70-36%Sold Out0
VWO Vanguard FTSE Emerging Markets 2017-03-31 Reduce-22.74%$35.78 - $40.47
($38.55)
$ 42.8011%Reduce -30.18%8,689,600
EWY iShares Inc MSCI South Korea 2017-03-31 Reduce-4.05%$53.22 - $62.51
($58.36)
$ 66.2013%Reduce -35.18%829,000
EFA iShares MSCI EAFE 2017-03-31 Reduce-1.7%$57.73 - $62.6
($60.42)
$ 67.7912%Reduce -63.50%100,000
SPY SPDR S&P 500 2017-03-31 Sold Out -0.57%$223.53 - $239.78
($232.29)
$ 279.5920%Sold Out0
GOOG Alphabet Inc 2017-03-31 Sold Out -0.43%$786.14 - $852.12
($820.39)
$ 1188.8245%Sold Out0
Premium Real Time Picks are included for Premium Members only!!
*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.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

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)
JBGS5,145,068173,440
AR4,516,26289,648
VWO858,60040,337
SPY141,00037,104
PSTG613,89612,247
VEEV80,0005,842
EFA13,000906
QTNA00
PBPB00
IVW00
» More Current Portfolio

David Swensen's Sector Weightings:


SectorsSector Weightings (%)
Real Estate 48.2% 48.2%
Energy 24.9% 24.9%
Consumer Cyclical 0% 0%
» More Sector Weightings

David Swensen's News:

» More Related News


Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}