Feb 13, 2020 – Yale University Buys Franklin Covey Co, Veeva Systems Inc, Zoom Video Communications Inc, Sells JBG SMITH Properties, SPDR S&P 500 ETF Trust, Smartsheet Inc

Feb 13, 2020 – Yale University Buys Franklin Covey Co, Veeva Systems Inc, Zoom Video Communications Inc, Sells JBG SMITH Properties, SPDR S&P 500 ETF Trust, Smartsheet Inc


New Haven, CT, based Investment company Yale University (Current Portfolio) buys Franklin Covey Co, Veeva Systems Inc, Zoom Video Communications Inc, sells JBG SMITH Properties, SPDR S&P 500 ETF Trust, Smartsheet Inc, iShares MSCI EAFE ETF, NextCure Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Yale University. As of 2019Q4, Yale University owns 6 stocks with a total value of $63 million. These are the details of the buys and sells.

  • New Purchases: FC, VEEV, ZM,
  • Reduced Positions: JBGS, SPY,
  • Sold Out: SMAR, EFA, NXTC, VWO, BRK.A, WORK,

For the details of David Swensen’s stock buys and sells,

go to https://www.gurufocus.com/guru/david+swensen/current-portfolio/portfolioThese are the top 5 holdings of David Swensen

  1. JBG SMITH Properties (JBGS) – 569,754 shares, 36.21% of the total portfolio. Shares reduced by 65.32%
  2. SPDR S&P 500 ETF Trust (SPY) – 45,000 shares, 23.08% of the total portfolio. Shares reduced by 62.81%
  3. Franklin Covey Co (FC) – 413,433 shares, 21.23% of the total portfolio. New Position
  4. Veeva Systems Inc (VEEV) – 68,030 shares, 15.25% of the total portfolio. New Position
  5. Zoom Video Communications Inc (ZM) – 32,137 shares, 3.48% of the total portfolio. New Position

New Purchase: Franklin Covey Co (FC)

Yale University initiated holding in Franklin Covey Co. The purchase prices were between $32.23 and $39.68, with an estimated average price of $36.27. The stock is now traded at around $33.00. The impact to a portfolio due to this purchase was 21.23%. The holding were 413,433 shares as of . New Purchase: Veeva Systems Inc (VEEV)

Yale University initiated holding in Veeva Systems Inc. The purchase prices were between $139.77 and $159.23, with an estimated average price of $146.82. The stock is now traded at around $153.94. The impact to a portfolio due to this purchase was 15.25%. The holding were 68,030 shares as of . New Purchase: Zoom Video Communications Inc (ZM)

Yale University initiated holding in Zoom Video Communications Inc. The purchase prices were between $62 and $76.99, with an estimated average price of $68.76. The stock is now traded at around $89.86. The impact to a portfolio due to this purchase was 3.48%. The holding were 32,137 shares as of . Sold Out: Smartsheet Inc (SMAR)
Yale University sold out a holding in Smartsheet Inc. The sale prices were between $34.8 and $47.43, with an estimated average price of $41.55. Sold Out: iShares MSCI EAFE ETF (EFA)
Yale University sold out a holding in iShares MSCI EAFE ETF. The sale prices were between $62.55 and $69.64, with an estimated average price of $66.97. Sold Out: NextCure Inc (NXTC)
Yale University sold out a holding in NextCure Inc. The sale prices were between $25 and $92.22, with an estimated average price of $42.28. Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)
Yale University sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $39.79 and $44.7, with an estimated average price of $42.43. Sold Out: Berkshire Hathaway Inc (BRK.A)
Yale University sold out a holding in Berkshire Hathaway Inc. The sale prices were between $305090 and $340380, with an estimated average price of $326054. Sold Out: Slack Technologies Inc (WORK)
Yale University sold out a holding in Slack Technologies Inc. The sale prices were between $20.13 and $26.05, with an estimated average price of $22.24. Reduced: JBG SMITH Properties (JBGS)
Yale University reduced to a holding in JBG SMITH Properties by 65.32%. The sale prices were between $38.6 and $40.54, with an estimated average price of $39.58. The stock is now traded at around $41.90. The impact to a portfolio due to this sale was -34.59%. Yale University still held 569,754 shares as of .

Here is the complete portfolio of David Swensen. Also check out:

1. David Swensen’s Undervalued Stocks

2. David Swensen’s Top Growth Companies, and

3. David Swensen’s High Yield stocks

4. Stocks that David Swensen keeps buying





2020-02-13 08:00:00

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