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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
RNSTRenasant Corp
Recent Activity
Exited
0%
$421,849
13,813 shares@ $30.54 avg price
SGSweetgreen Inc
Recent Activity
Exited
0%
$375,092
12,445 shares@ $30.14 avg price
NBTBNbt Bancorp Inc
Recent Activity
Exited
0%
$371,409
9,622 shares@ $38.6 avg price
NBIXNeurocrine Biosciences Inc
Recent Activity
Exited
0%
$368,818
2,679 shares@ $137.68 avg price
ENVEnvestnet Inc
Recent Activity
Exited
0%
$366,715
5,859 shares@ $62.6 avg price
BPMCBlueprint Medicines Corp
Recent Activity
Exited
0%
$358,045
3,322 shares@ $107.78 avg price
GNTXGentex Corp
Recent Activity
Exited
0%
$352,067
10,444 shares@ $33.71 avg price
QAIIndexiq Etf Tr
Recent Activity
Exited
0%
$336,582
10,847 shares@ $31.03 avg price
WSTWest Pharmaceutical Svsc Inc
Recent Activity
Exited
0%
$320,496
973 shares@ $329.39 avg price
ALVAutoliv Inc
Recent Activity
Exited
0%
$307,693
2,876 shares@ $106.99 avg price