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Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York13F | |
| Rector, Church-Wardens & Vestrymen of Trinity Chur | |
| Last update 2025-04-30 | 2 Stocks (2 new) |
| Value $220.00 Mil | Turnover 100 % |
Rector, Church-Wardens & Vestr... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 1,543,643 | 179,664.6 | New Holding | 81.720 | +81.72% | 0.890 | +17.19% | +10.81% | 22,351.9 | ||
EAGL | Eagle Capital Select Equity ETF | 1,435,235 | 40,200.9 | New Holding | 18.280 | +18.28% | 1.680 | +13.83% | +9.05% | 2,587.9 | ||
IVV | iShares Core S&P 500 ETF | 0 | 0 | Sold Out | 0.000 | -100.00% | 0.000 | +17.02% | +7.08% | 622,054.4 |
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York's Historical Top Holdings Breakdowns
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Sold Out Sold Out | -100.00% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Sold Out | 0 | -234,971 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | New Buy New Buy | +81.72% | 115.16 ($119.81) 124.13 | $129.20 | 7.84% | New holding | 1,543,643 | 1,543,643 | |
EAGL | Eagle Capital Select Equity ETF | 2025-03-31 | New Buy New Buy | +18.28% | 27.45 ($28.74) 29.62 | $30.37 | 5.67% | New holding | 1,435,235 | 1,435,235 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | New Buy New Buy | +100.00% | 570.51 ($592.23) 610.83 | $626.44 | 5.78% | New holding | 234,971 | 234,971 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2024-12-31 | Sold Out Sold Out | -100.00% | 52.22 ($55.34) 58.91 | $60.06 | 8.53% | Sold Out | 0 | -1,568,053 |
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York Total Holding History ($B)
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York's Asset Allocation
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York's Hypothetical Growth since 2025-03-31
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York's Holdings Heat Map
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Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York's Holdings Bubble Chart
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York News
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