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Dana Grey

@Board Of The Pension Protection Fund

Latest period2024 - Q4ReportedManaged Assets$86.625MTotal holdings135
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Board Of The Pension Protection Fund's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Board Of The Pension Protection Fund over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 86.625M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Dana Grey, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PSAPublic Storage Oper Co
Recent Activity
New Position
0.94%
$808,488
2,700 shares@ $299.44 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.89%
$765,072
3,300 shares@ $231.84 avg price
HSYHershey Co
Recent Activity
New Position
0.88%
$762,075
4,500 shares@ $169.35 avg price
UNHUnitedhealth Group Inc
Recent Activity
New Position
0.88%
$758,790
1,500 shares@ $505.86 avg price
STZConstellation Brands Inc
Recent Activity
New Position
0.87%
$751,400
3,400 shares@ $221.0 avg price
TYLTyler Technologies Inc
Recent Activity
New Position
0.87%
$749,632
1,300 shares@ $576.64 avg price
FASTFastenal Co
Recent Activity
New Position
0.87%
$747,864
10,400 shares@ $71.91 avg price
CPBThe Campbells Company
Recent Activity
New Position
0.87%
$745,464
17,800 shares@ $41.88 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
New Position
0.86%
$743,435
3,500 shares@ $212.41 avg price
DVADavita Inc
Recent Activity
New Position
0.85%
$732,795
4,900 shares@ $149.55 avg price