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Haverford Trust Company’s NuScale Power SMR Stock Holding History

Haverford Trust Company’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
2023
Q2 		– Sell
-27,780
Closed -$253K – 379
2023
Q1 		$253K Buy
+27,780
New +$279K ﹤0.01% 333

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Haverford Trust Company's SMR Position: Q2 2023 in Review

Haverford Trust Company sold out of NuScale Power (SMR) in Q2 2023, closing a stake of 27,780 shares — an estimated $253K sold.

Haverford Trust Company first reported a position in SMR in Q1 2023 and held it in 1 quarter. The position peaked at $253K in Q1 2023. 117 funds tracked by Wall St. Rank hold SMR as of Q2 2023.

  • Haverford Trust Company reported no remaining NuScale Power position as of Q2 2023 after selling out during the quarter.
  • Haverford Trust Company sold 27,780 NuScale Power shares in Q2 2023, an estimated $253K.
  • Haverford Trust Company first reported a position in NuScale Power in Q1 2023 and held it in 1 quarter.
  • Haverford Trust Company's NuScale Power position peaked at $253K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held NuScale Power as of Q2 2023.

Based on Haverford Trust Company's 13F filing for Q2 2023, filed 8 Aug 2023.