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Kevin Phelan

@Lsv Asset Management

Latest period2024 - Q3ReportedManaged Assets$46.657BTotal holdings824
Assets growth rate2.23%Assets growth rate (2-Q avg)-1.66%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lsv Asset Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 824 positions.

Assets under management

The assets under management (AUM) of Lsv Asset Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 46.657B in assets, with a quarterly growth rate of 2.23% and a 2-quarter average growth rate of -1.66%. The portfolio is managed by Kevin Phelan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRKMerck & Co Inc
Recent Activity
Decreased -5.37%
1.47%
$683.077M
6.015M shares@ $113.56 avg price
TAt&t Inc
Recent Activity
Decreased -2.74%
1.39%
$643.881M
29.267M shares@ $22.0 avg price
CMCSAComcast Corp
Recent Activity
Decreased -1.82%
1.31%
$611.114M
14.63M shares@ $41.77 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -3.11%
1.25%
$581.199M
12.941M shares@ $44.92 avg price
JNJJohnson & Johnson
Recent Activity
Increased 16.46%
1.21%
$561.927M
3.467M shares@ $162.07 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -9.27%
1.19%
$551.397M
4.704M shares@ $117.22 avg price
BKBank Of New York Mellon Corp The
Recent Activity
Decreased -2.26%
1.14%
$531.572M
7.397M shares@ $71.86 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -3.42%
1.14%
$527.975M
9.921M shares@ $53.23 avg price
HIGHartford Financial Services Group Inc The
Recent Activity
Decreased -5.32%
1.12%
$518.228M
4.406M shares@ $117.62 avg price
KRKroger Co The
Recent Activity
Decreased -2.16%
1.09%
$504.661M
8.807M shares@ $57.31 avg price