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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KGSKodiak Gas Svcs Inc
Recent Activity
Exited
0%
$8.432M
309,309 shares@ $27.26 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
Exited
0%
$7.556M
150,036 shares@ $50.37 avg price
FWRDForward Air Corp
Recent Activity
Exited
0%
$3.971M
208,565 shares@ $19.05 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$1.929M
18,125 shares@ $106.41 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$1.736M
11,539 shares@ $150.44 avg price
KAPRInnovator Etfs Trust
Recent Activity
Exited
0%
$1.715M
55,670 shares@ $30.8 avg price
SHYDVaneck Etf Trust
Recent Activity
Exited
0%
$1.427M
63,785 shares@ $22.37 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$1.281M
87,514 shares@ $14.65 avg price
ZSZscaler Inc
Recent Activity
Exited
0%
$1.258M
6,547 shares@ $192.2 avg price
SEICSei Invts Co
Recent Activity
Exited
0%
$1.011M
15,623 shares@ $64.69 avg price