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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
RNRRenaissancere Hldgs Ltd
Recent Activity
Exited
0%
$641,750
2,871 shares@ $223.53 avg price
ESTAEstablishment Labs Hldgs Inc
Recent Activity
Exited
0%
$567,864
12,497 shares@ $45.45 avg price
AGCOAgco Corp
Recent Activity
Exited
0%
$551,082
5,630 shares@ $97.89 avg price
PTLCPacer Fds Tr
Recent Activity
Exited
0%
$524,464
10,540 shares@ $49.76 avg price
SBCFSeacoast Bkg Corp Fla
Recent Activity
Exited
0%
$472,800
20,000 shares@ $23.64 avg price
EGEverest Group Ltd
Recent Activity
Exited
0%
$470,560
1,235 shares@ $381.03 avg price
XESSpdr Ser Tr
Recent Activity
Exited
0%
$457,430
5,035 shares@ $90.86 avg price
AMPHAmphastar Pharmaceuticals In
Recent Activity
Exited
0%
$437,400
10,935 shares@ $40.0 avg price
CAMTCamtek Ltd
Recent Activity
Exited
0%
$433,080
3,458 shares@ $125.25 avg price
IARTIntegra Lifesciences Hldgs C
Recent Activity
Exited
0%
$426,814
14,647 shares@ $29.15 avg price