Donald L. Chaney
@Stephens Inc Ar
Latest period2024 - Q3ReportedManaged Assets$7.049BTotal holdings1291
Assets growth rate7.54%Assets growth rate (2-Q avg)4.6%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Stephens Inc Ar's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1291 positions.
Assets under management
The assets under management (AUM) of Stephens Inc Ar over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.049B in assets, with a quarterly growth rate of 7.54% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Donald L. Chaney, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IWDIshares Tr
| 1.78% | $125.452M 660,972 shares@ $189.8 avg price | Decreased -0.13% |
IWSIshares Tr
| 1.54% | $108.137M 817,670 shares@ $132.25 avg price | Decreased -0.3% |
IWFIshares Tr
| 1.43% | $100.286M 267,157 shares@ $375.39 avg price | Decreased -0.23% |
AMZNAmazon Com Inc
| 1.29% | $90.329M 484,781 shares@ $186.33 avg price | Decreased -1.69% |
KRUSKura Sushi Usa Inc
| 0.95% | $66.957M 831,144 shares@ $80.57 avg price | Decreased -0.83% |
VCSHVanguard Scottsdale Fds
| 0.76% | $53.097M 668,556 shares@ $79.43 avg price | Decreased -2.37% |
GOOGAlphabet Inc
| 0.76% | $52.94M 316,644 shares@ $167.2 avg price | Decreased -6.13% |
VBRVanguard Index Fds
| 0.67% | $47.067M 234,422 shares@ $200.78 avg price | Decreased -1.26% |
LLYEli Lilly & Co
| 0.63% | $44.3M 50,003 shares@ $885.95 avg price | Decreased -4.66% |
IGSBIshares Tr
| 0.6% | $42.154M 800,496 shares@ $52.67 avg price | Decreased -1.3% |