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Kathryn A. Hall

Latest statistics and disclosures from Hall Kathryn A.'s latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, GPS, LEVI, SPY, CMCSA, and represent 66.59% of Hall Kathryn A.'s stock portfolio.
Added to shares of these 10 stocks: VOO (+$46M), RSP (+$8.5M), SPY, VTI, IGM, IJH, NU, BND, RKLB, GROV.
Started 5 new stock positions in CUROQ, RKLB, NU, GROV, RSP.
Reduced shares in these 10 stocks: IWF (-$9.4M), IWD (-$5.8M), EXFY (-$5.5M), HEDJ, HEFA, BSV, IJR, CMCSA, , MDY.
Sold out of its positions in EXFY, SDY.
Hall Kathryn A. was a net buyer of stock by $35M.
Hall Kathryn A. has $434M in assets under management (AUM), dropping by 47.20%.
Central Index Key (CIK): 0001512944

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Positions held by Kathryn A. Hall consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hall Kathryn A.

Hall Kathryn A. holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	23.1	$100M	+84%	209k	480.70	View chart
Gap (GPS)	21.5	$93M		3.4M	27.55	View chart
Levi Strauss & Co Cl A Com Stk (LEVI)	10.0	$43M		2.2M	19.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	8.5	$37M	+14%	71k	523.07	View chart
Comcast Corp Cl A (CMCSA)	3.4	$15M	-2%	344k	43.35	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	2.4	$11M	-14%	305k	34.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	2.3	$10M		35k	288.03	View chart
At&t (T)	2.2	$9.5M		541k	17.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$8.5M	NEW	50k	169.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.9	$8.4M		105k	79.86	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	1.8	$7.9M	-18%	164k	48.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$7.5M	+24%	29k	259.90	View chart
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)	1.5	$6.5M		219k	29.71	View chart
Select Sector Spdr Tr Technology (XLK)	1.4	$6.0M		29k	208.27	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$5.3M		22k	239.76	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	1.1	$4.8M		84k	57.23	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$4.4M	+6%	61k	72.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$4.4M		39k	110.50	View chart
Liberty Global SHS CL C	1.0	$4.3M		244k	17.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$4.2M	-69%	12k	337.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$3.6M	-61%	20k	179.11	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.7	$2.9M		50k	57.47	View chart
Liberty Media Corp Del Com Lbty Srm S A (LSXMA)	0.6	$2.8M		94k	29.70	View chart
Liberty Media Corp Del Com Lbty Liv S C (LLYVK)	0.6	$2.4M		56k	43.82	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$2.4M		10k	235.79	View chart
Warner Bros. Discovery Com Ser A (WBD)	0.5	$2.4M		273k	8.73	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$2.2M		27k	84.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$2.2M		8.9k	249.86	View chart
Prudential Financial (PRU)	0.5	$2.1M		18k	117.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$2.0M		33k	58.65	View chart
Expedia Group Com New (EXPE)	0.4	$1.7M		12k	137.75	View chart
Liberty Broadband Corp Com Ser A (LBRDA)	0.3	$1.4M		25k	57.12	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$1.4M		7.8k	183.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.4M		17k	84.44	View chart
Liberty Global Shs Cl A	0.3	$1.4M		81k	16.92	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.3	$1.3M		19k	65.60	View chart
Goldman Sachs (GS)	0.2	$1.0M		2.5k	417.69	View chart
Liberty Media Corp Del Com Lbty Liv S A (LLYVA)	0.2	$998k		24k	42.35	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$861k	+500%	10k	86.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$762k	-4%	3.6k	210.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$728k		1.4k	525.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$713k	-69%	9.3k	76.67	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$634k		1.00	634440.00	View chart
Walt Disney Company (DIS)	0.1	$551k		4.5k	122.36	View chart
Qurate Retail Com Ser A (QRTEA)	0.1	$485k		394k	1.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$475k	-76%	4.3k	110.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$468k	+400%	7.7k	60.74	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$435k		4.7k	93.20	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$369k	NEW	31k	11.93	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$239k	-33%	430.00	556.40	View chart
Rocket Lab Usa (RKLB)	0.0	$82k	NEW	20k	4.11	View chart
Grove Collaborative Hold Com Cl A (GROV)	0.0	$45k	NEW	27k	1.67	View chart
Curo Group Holdings Corp (CUROQ)	0.0	$31k	NEW	340k	0.09	View chart

Past Filings by Hall Kathryn A.

SEC 13F filings are viewable for Hall Kathryn A. going back to 2010

Hall Kathryn A. 2024 Q1 filed May 14, 2024
Hall Kathryn A. 2023 Q3 filed Nov. 14, 2023
Hall Kathryn A. 2023 Q2 filed Aug. 11, 2023
Hall Kathryn A. 2023 Q1 filed May 12, 2023
Hall Kathryn A. 2022 Q4 filed Feb. 13, 2023
Hall Kathryn A. 2022 Q3 filed Nov. 14, 2022
Hall Kathryn A. 2022 Q2 filed Aug. 15, 2022
Hall Kathryn A. 2022 Q1 filed May 12, 2022
Hall Kathryn A. 2021 Q4 filed Feb. 15, 2022
Hall Kathryn A. 2021 Q3 filed Nov. 15, 2021
Hall Kathryn A. 2021 Q2 filed Aug. 13, 2021
Hall Kathryn A. 2021 Q1 filed May 14, 2021
Hall Kathryn A. 2019 Q3 restated filed April 20, 2021
Hall Kathryn A. 2020 Q4 filed Feb. 16, 2021
Hall Kathryn A. 2020 Q3 filed Nov. 16, 2020
Hall Kathryn A. 2020 Q1 restated filed Aug. 25, 2020

View all past filings

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