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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
MRKMerck & Co Inc
Recent Activity
Increased 3.91%
0.93%
$65.363M
575,581 shares@ $113.57 avg price
VTVVanguard Index Fds
Recent Activity
Increased 11.63%
0.88%
$61.416M
351,816 shares@ $174.57 avg price
IWPIshares Tr
Recent Activity
Increased 0.3%
0.84%
$58.898M
502,160 shares@ $117.29 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 9.07%
0.76%
$53.47M
1.108M shares@ $48.25 avg price
IWVIshares Tr
Recent Activity
Increased 1.38%
0.74%
$52.019M
159,211 shares@ $326.74 avg price
VUGVanguard Index Fds
Recent Activity
Increased 6.35%
0.7%
$49.336M
128,504 shares@ $383.93 avg price
BXBlackstone Inc
Recent Activity
Increased 1.34%
0.7%
$48.799M
318,676 shares@ $153.14 avg price
OBDCBlue Owl Capital Corporation
Recent Activity
Increased 4.29%
0.67%
$46.909M
3.22M shares@ $14.57 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 2.81%
0.66%
$46.387M
984,226 shares@ $47.13 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.82%
0.64%
$45.047M
271,612 shares@ $165.85 avg price