Coordinating Investment Fiduciary Of Raytheon Master Pension Trust 13F annual report
Coordinating Investment Fiduciary Of Raytheon Master Pension Trust is an investment fund managing more than $140 million ran by Scott Lupkas. There are currently 4 companies in Mr. Lupkas’s portfolio. The largest investments include Spdr S&p 500 Etf Trust and Financial Select Sector Spdr Fund, together worth $86.3 million.
$140 million Assets Under Management (AUM)
As of 7th October 2020, Coordinating Investment Fiduciary Of Raytheon Master Pension Trust’s top holding is 186,804 shares of Spdr S&p 500 Etf Trust currently worth over $52.8 million and making up 37.8% of the portfolio value.
In addition, the fund holds 1,306,069 shares of Financial Select Sector Spdr Fund worth $33.6 million.
The third-largest holding is Real Estate Select Sector Spdr worth $27.1 million and the next is Consumer Staples Select Sector Spdr Fund worth $26.2 million, with 467,526 shares owned.
Currently, Coordinating Investment Fiduciary Of Raytheon Master Pension Trust's portfolio is worth at least $140 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Coordinating Investment Fiduciary Of Raytheon Master Pension Trust
The Coordinating Investment Fiduciary Of Raytheon Master Pension Trust office and employees reside in Waltham, Massachusetts. According to the last 13-F report filed with the SEC, Scott Lupkas serves as the Coordinating Investment Fiduciary at Coordinating Investment Fiduciary Of Raytheon Master Pension Trust.
Recent trades
There are companies that Coordinating Investment Fiduciary Of Raytheon Master Pension Trust is getting rid of from its portfolio.
Coordinating Investment Fiduciary Of Raytheon Master Pension Trust closed its position in Ishares Russell 2000 on 1st May 2019.
It sold the previously owned 132,213 shares for $17.7 million.
Scott Lupkas also disclosed a decreased stake in Spdr S&p 500 Etf Trust by 0.8%.
This leaves the value of the investment at $52.8 million and 186,804 shares.
One of the smallest hedge funds
The two most similar investment funds to Coordinating Investment Fiduciary Of Raytheon Master Pension Trust are Smith Shellnut Wilson adv and Aspen Investment Management Inc. They manage $140 million and $140 million respectively.
The complete list of Coordinating Investment Fiduciary Of Raytheon Master Pension Trust trades based on 13F SEC filings
These positions were updated on May 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
Security | Shares Owned | Value | Allocation |
---|---|---|---|
Spdr S&p 500 Etf Trust |
75.10%
186,804
|
$52,768,000 | 37.79% |
Financial Select Sector Spdr Fund |
No change
1,306,069
|
$33,579,000 | 24.05% |
Real Estate Select Sector Spdr |
No change
746,995
|
$27,056,000 | 19.38% |
Consumer Staples Select Sector Spdr Fund |
No change
467,526
|
$26,233,000 | 18.79% |
Ishares Russell 2000 |
Closed
132,213
|
$17,703,000 | |
No transactions found | |||
Showing first 500 out of 5 holdings |
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