Donald L. Chaney

@Stephens Inc Ar

Latest period2024 - Q3

Reported2mo 22d ago

Managed Assets$7.049B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LOPEGrand Canyon Ed Inc Recent Activity New Position	0.01%	$345,688 2,437 shares@ $141.85 avg price	New Position
TWTradeweb Mkts Inc Recent Activity New Position	0.01%	$343,926 2,781 shares@ $123.67 avg price	New Position
CMGChipotle Mexican Grill Inc Recent Activity New Position	0.01%	$341,341 5,924 shares@ $57.63 avg price	New Position
KAUGInnovator Etfs Trust Recent Activity New Position	0.01%	$331,530 13,240 shares@ $25.05 avg price	New Position
AFRMAffirm Hldgs Inc Recent Activity New Position	0.01%	$314,028 7,693 shares@ $40.82 avg price	New Position
BSJSInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.01%	$311,304 14,048 shares@ $22.17 avg price	New Position
RYANRyan Specialty Holdings Inc Recent Activity New Position	0.01%	$289,394 4,359 shares@ $66.39 avg price	New Position
PTCPtc Inc Recent Activity New Position	0.01%	$277,674 1,537 shares@ $180.66 avg price	New Position
VRNSVaronis Sys Inc Recent Activity New Position	0.01%	$276,172 4,888 shares@ $56.5 avg price	New Position
SNSharkninja Inc Recent Activity New Position	0.01%	$271,775 2,500 shares@ $108.71 avg price	New Position