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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
XOMExxon Mobil Corp
Recent Activity
Decreased -0.9%
0.59%
$40.89M
348,835 shares@ $117.23 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -5.27%
0.55%
$38.275M
754,328 shares@ $50.74 avg price
VVisa Inc
Recent Activity
Decreased -31.7%
0.5%
$35.11M
127,698 shares@ $274.95 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -0.57%
0.46%
$32.041M
331,963 shares@ $96.52 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -1.87%
0.43%
$29.788M
109,978 shares@ $270.86 avg price
IWOIshares Tr
Recent Activity
Decreased -2.52%
0.42%
$29.063M
102,335 shares@ $284.01 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -18.05%
0.41%
$28.21M
135,885 shares@ $207.6 avg price
CRMSalesforce Inc
Recent Activity
Decreased -8.69%
0.39%
$26.824M
98,002 shares@ $273.71 avg price
BACBank America Corp
Recent Activity
Decreased -3.05%
0.38%
$26.648M
671,573 shares@ $39.68 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -1.42%
0.37%
$25.557M
483,948 shares@ $52.81 avg price