Boston Partners
SVV icon

Boston Partners’s Savers SVV Stock Holding History

Boston Partners’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
Q4 		– Sell
-108,817
Closed -$1.14M – 759
2024
Q3 		$1.14M Sell
108,817
-13
-0% -$132 ﹤0.01% 587
2024
Q2 		$1.33M Buy
108,830
+76,394
+236% +$1.14M ﹤0.01% 550
2024
Q1 		$625K Buy
+32,436
New +$606K ﹤0.01% 656

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners's SVV Position: Q4 2024 in Review

Boston Partners sold out of Savers (SVV) in Q4 2024, closing a stake of 108,817 shares — an estimated $1.14M sold.

Boston Partners first reported a position in SVV in Q1 2024 and held it in 3 quarters. The position peaked at $1.33M in Q2 2024. 111 funds tracked by Wall St. Rank hold SVV as of Q4 2024.

  • Boston Partners reported no remaining Savers position as of Q4 2024 after selling out during the quarter.
  • Boston Partners sold 108,817 Savers shares in Q4 2024, an estimated $1.14M.
  • Boston Partners first reported a position in Savers in Q1 2024 and held it in 3 quarters.
  • Boston Partners's Savers position peaked at $1.33M in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Savers as of Q4 2024.

Based on Boston Partners's 13F filing for Q4 2024, filed 11 Feb 2025.