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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
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$297,154
3,217 shares@ $92.37 avg price
ALKAlaska Air Group Inc
Recent Activity
Exited
0%
$294,920
7,300 shares@ $40.4 avg price
HYZDWisdomtree Tr
Recent Activity
Exited
0%
$292,421
13,377 shares@ $21.86 avg price
TEAMAtlassian Corporation
Recent Activity
Exited
0%
$290,437
1,642 shares@ $176.89 avg price
FTITechnipfmc Plc
Recent Activity
Exited
0%
$282,002
10,784 shares@ $26.16 avg price
ASOAcademy Sports & Outdoors In
Recent Activity
Exited
0%
$280,720
5,272 shares@ $53.25 avg price
HSTHost Hotels & Resorts Inc
Recent Activity
Exited
0%
$254,747
14,168 shares@ $17.99 avg price
COINCoinbase Global Inc
Recent Activity
Exited
0%
$248,675
1,119 shares@ $222.23 avg price
IEZIshares Tr
Recent Activity
Exited
0%
$248,424
11,155 shares@ $22.28 avg price
IONSIonis Pharmaceuticals Inc
Recent Activity
Exited
0%
$244,877
5,138 shares@ $47.66 avg price