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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
QCOMQualcomm Inc
Recent Activity
Decreased -4.09%
0.37%
$25.456M
149,697 shares@ $170.05 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -3.07%
0.32%
$22.39M
450,505 shares@ $49.7 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -28.31%
0.31%
$21.658M
65,344 shares@ $331.44 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -2.99%
0.3%
$21.035M
501,430 shares@ $41.96 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -3.43%
0.29%
$20.023M
119,420 shares@ $167.67 avg price
IWMIshares Tr
Recent Activity
Decreased -2.74%
0.28%
$19.659M
89,000 shares@ $220.9 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -8.63%
0.28%
$19.536M
525,155 shares@ $37.2 avg price
USRTIshares Tr
Recent Activity
Decreased -3.39%
0.28%
$19.151M
311,045 shares@ $61.58 avg price
FDXFedex Corp
Recent Activity
Decreased -8.63%
0.26%
$18.134M
66,261 shares@ $273.68 avg price
NEENextera Energy Inc
Recent Activity
Decreased -2.61%
0.25%
$17.402M
205,871 shares@ $84.53 avg price