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EVR Research’s Savers SVV Stock Holding History

EVR Research’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
-240,000
Closed -$2.52M – 46
2024
Q3 		$2.52M Buy
240,000
+2,442
+1% +$24.9K 0.63% 31
2024
Q2 		$2.91M Sell
237,558
-87,442
-27% -$1.31M 0.87% 28
2024
Q1 		$6.27M Buy
+325,000
New +$6.07M 1.4% 25

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

EVR Research's SVV Position: Q4 2024 in Review

EVR Research sold out of Savers (SVV) in Q4 2024, closing a stake of 240,000 shares — an estimated $2.52M sold.

EVR Research first reported a position in SVV in Q1 2024 and held it in 3 quarters. The position peaked at $6.27M in Q1 2024. 111 funds tracked by Wall St. Rank hold SVV as of Q4 2024.

  • EVR Research reported no remaining Savers position as of Q4 2024 after selling out during the quarter.
  • EVR Research sold 240,000 Savers shares in Q4 2024, an estimated $2.52M.
  • EVR Research first reported a position in Savers in Q1 2024 and held it in 3 quarters.
  • EVR Research's Savers position peaked at $6.27M in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Savers as of Q4 2024.

Based on EVR Research's 13F filing for Q4 2024, filed 13 Feb 2025.