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TRUSTEES OF DARTMOUTH COLLEGE

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HANOVER NH Trust
13F Summary
Trustees OF Dartmouth College is based out of Hanover. Their last reported 13F filing for Q4 2023 included $394,472,303 in managed 13F securities and a top 10 holdings concentration of 100.0%. Trustees OF Dartmouth College's largest holding is VANGUARD VALUE INDEX FUND-ETF Shares with shares held of 1,440,950. Whalewisdom has at least 15 13F filings

2023-12-31

Top Buys (13F)

Name % Change
SPY SPDR S&P 500 ETF TRU 35.85%

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
VTV VANGUARD VALUE INDEX 54.61%
SPY SPDR S&P 500 ETF TRU 44.94%
XOM ExxonMobil Corp. (St 0.45%

2023-12-31

13F Activity

Market Value $394m, Prior: $221m
New Purchases 0 stocks
Added To 1 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 2.3333 quarters
Time Held Top 10 2.3333 quarters
Time Held All 2.33 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance