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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
TECKTeck Resources Ltd
Recent Activity
New Position
0.01%
$480,086
9,190 shares@ $52.25 avg price
CVLGCovenant Logistics Group Inc
Recent Activity
New Position
0.01%
$467,898
8,855 shares@ $52.84 avg price
BLVVanguard Bd Index Fds
Recent Activity
New Position
0.01%
$456,883
6,078 shares@ $75.17 avg price
COHRCoherent Corp
Recent Activity
New Position
0.01%
$423,834
4,767 shares@ $88.92 avg price
JEFJefferies Finl Group Inc
Recent Activity
New Position
0.01%
$406,784
6,609 shares@ $61.56 avg price
BSJRInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$396,773
17,479 shares@ $22.7 avg price
GVAGranite Constr Inc
Recent Activity
New Position
0.01%
$369,366
4,659 shares@ $79.29 avg price
MLNVaneck Etf Trust
Recent Activity
New Position
0.01%
$360,656
19,708 shares@ $18.3 avg price
IQLTIshares Tr
Recent Activity
New Position
0.01%
$354,988
8,556 shares@ $41.49 avg price
BSCYInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$352,506
16,715 shares@ $21.09 avg price