BFEC
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Benjamin F. Edwards & Company’s Savers SVV Stock Holding History

Benjamin F. Edwards & Company’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1K Buy
83
+32
+63% +$478 ﹤0.01% 2111
2024
Q1 		$1K Buy
+51
New +$952 ﹤0.01% 2098

Other funds holding SVV

AM
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Benjamin F. Edwards & Company's SVV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Savers (SVV) stake by 63% in Q2 2024, buying an estimated $478 and bringing the position to 83 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Benjamin F. Edwards & Company first reported a position in SVV in Q1 2024 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold SVV as of Q2 2024.

  • Benjamin F. Edwards & Company held 83 shares of Savers worth $1K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 32 Savers shares in Q2 2024, an estimated $478.
  • Savers made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2111 holding.
  • Benjamin F. Edwards & Company first reported a position in Savers in Q1 2024 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Savers as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.