LPL Financial’s Savers SVV Stock Holding History

LPL Financial’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	–	Sell	-10,097	Closed	-$195K	–	5130
2024 Q1	$195K	Buy	+10,097	New	+$189K	﹤0.01%	4515

Other funds holding SVV

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial's SVV Position: Q2 2024 in Review

LPL Financial sold out of Savers (SVV) in Q2 2024, closing a stake of 10,097 shares — an estimated $195K sold.

LPL Financial first reported a position in SVV in Q1 2024 and held it in 1 quarter. The position peaked at $195K in Q1 2024. 108 funds tracked by Wall St. Rank hold SVV as of Q2 2024.

LPL Financial reported no remaining Savers position as of Q2 2024 after selling out during the quarter.
LPL Financial sold 10,097 Savers shares in Q2 2024, an estimated $195K.
LPL Financial first reported a position in Savers in Q1 2024 and held it in 1 quarter.
LPL Financial's Savers position peaked at $195K in Q1 2024.
108 funds tracked by Wall St. Rank held Savers as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.