Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2019
Top Holdings956 positions
Apple Inc. | 848,494 | $249.2M | 4.4% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.4M | $227.7M | 4.0% | $110.35 | +34.83% | 4 qtrssince 2019-Q1 | Increased 56 |
Amazon.com, Inc. | 78,957 | $145.9M | 2.6% | $89.08 | +3.72% | 4 qtrssince 2019-Q1 | Increased 52 |
Meta Platforms Inc | 456,228 | $93.6M | 1.6% | $165.47 | +22.86% | 4 qtrssince 2019-Q1 | Increased 47 |
JPMorgan Chase & Co. | 595,269 | $83M | 1.5% | $82.70 | +40.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 57,221 | $76.5M | 1.3% | $58.12 | +13.95% | 4 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 57,092 | $76.5M | 1.3% | $58.29 | +13.80% | 4 qtrssince 2019-Q1 | Increased 47 |
Johnson & Johnson | 506,992 | $74M | 1.3% | $113.78 | +6.57% | 4 qtrssince 2019-Q1 | Increased 47 |
Berkshire Hathaway Inc. | 280,166 | $63.5M | 1.1% | $200.90 | +12.74% | 4 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 326,985 | $61.4M | 1.1% | $148.15 | +20.84% | 4 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 471,799 | $58.9M | 1.0% | $86.04 | +22.28% | 4 qtrssince 2019-Q1 | Increased 46 |
EXXON MOBIL CORP | 808,072 | $56.4M | 1.0% | $58.57 | -10.81% | 4 qtrssince 2019-Q1 | Increased 41 |
BK OF AMERICA CORP | 1.6M | $54.7M | 1.0% | $23.03 | +29.90% | 4 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 1.4M | $54.5M | 1.0% | $14.14 | +31.81% | 4 qtrssince 2019-Q1 | Increased 41 |
UnitedHealth Group Inc. | 180,379 | $53M | 0.9% | $217.17 | +20.37% | 4 qtrssince 2019-Q1 | Increased 41 |
MasterCard Incorporated | 169,183 | $50.5M | 0.9% | $225.72 | +27.28% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 830,898 | $49.7M | 0.9% | $46.51 | +13.51% | 4 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 789,948 | $48.5M | 0.9% | $38.77 | +7.07% | 4 qtrssince 2019-Q1 | Increased 41 |
DISNEY WALT CO | 333,295 | $48.2M | 0.8% | $106.56 | +31.59% | 4 qtrssince 2019-Q1 | Increased 41 |
Home Depot Inc. | 210,403 | $45.9M | 0.8% | $159.42 | +15.96% | 4 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $5.7B across 956 positions as of Q4 2019. Top holdings: AAPL (4.4%), MSFT (4.0%), AMZN (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 13 new positions, 13 exits, 567 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.7B across 956 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR