Cabot-wellington is an investment fund managing more than $255 billion ran by John Lawton. There are currently 2 companies in Mr. Lawton’s portfolio. The largest investments include Vanguard Index Fds and Ishares Tr, together worth $255 billion.
As of 18th July 2024, Cabot-wellington’s top holding is 745,499 shares of Vanguard Index Fds currently worth over $198 billion and making up 77.6% of the portfolio value.
In addition, the fund holds 788,456 shares of Ishares Tr worth $57.3 billion.
Currently, Cabot-wellington's portfolio is worth at least $255 billion. 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.
The Cabot-wellington office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, John Lawton serves as the Director of Investment Operations and Portfolio Management at Cabot-wellington.
John Lawton disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $198 billion and 745,499 shares.
The two most similar investment funds to Cabot-wellington are Warther Private Wealth and Cloverfields Capital Group, L.P.. They manage $255 billion and $255 billion respectively.
These positions were updated on July 25th 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 |
|---|---|---|---|
| Vanguard Index Fds |
2.62%
745,499
|
$198,108,053,000 | 77.57% |
| Ishares Tr |
1.85%
788,456
|
$57,273,476,000 | 22.43% |
| No transactions found | |||
| Showing first 500 out of 2 holdings | |||