Blue Trust, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -1,252,710 shares of $ARKK (~$71,116,347). This was a decrease of ~83% from their previous position.
- An addition of 1,199,247 shares of $VGIT (~$69,556,326). This was an increase of ~31% over their previous position.
- A decrease of -657,907 shares of $SGOV (~$66,001,230). This was a decrease of ~90% from their previous position.
- An addition of 426,039 shares of $IUSG (~$59,368,535). This was an increase of ~29% over their previous position.
- An addition of 377,087 shares of $GPN (~$42,256,369). This was an increase of ~925% over their previous position.
- An addition of 722,378 shares of $JMOM (~$42,092,966). This was an increase of ~23% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Blue Trust, Inc. for more details.
