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Fox Run Management’s NuScale Power SMR Stock Holding History

Fox Run Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,847
Closed -$160K – 1154
2024
Q3 		$160K Buy
+13,847
New +$141K 0.04% 696
2023
Q3 		– Sell
-17,099
Closed -$116K – 970
2023
Q2 		$116K Buy
+17,099
New +$139K 0.03% 624

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fox Run Management's SMR Position: Q4 2024 in Review

Fox Run Management sold out of NuScale Power (SMR) in Q4 2024, closing a stake of 13,847 shares — an estimated $160K sold.

Fox Run Management first reported a position in SMR in Q2 2023 and held it in 2 quarters. The position peaked at $160K in Q3 2024. 305 funds tracked by Wall St. Rank hold SMR as of Q4 2024.

  • Fox Run Management reported no remaining NuScale Power position as of Q4 2024 after selling out during the quarter.
  • Fox Run Management sold 13,847 NuScale Power shares in Q4 2024, an estimated $160K.
  • Fox Run Management first reported a position in NuScale Power in Q2 2023 and held it in 2 quarters.
  • Fox Run Management's NuScale Power position peaked at $160K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held NuScale Power as of Q4 2024.

Based on Fox Run Management's 13F filing for Q4 2024, filed 11 Feb 2025.