R Squared’s Savers SVV Stock Holding History

R Squared’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
2025 Q1	–	Sell	-360	Closed	-$3.69K	–	1366
2024 Q4	$3.69K	Buy	+360	New	+$3.58K	﹤0.01%	1377

Other funds holding SVV

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

R Squared's SVV Position: Q1 2025 in Review

R Squared sold out of Savers (SVV) in Q1 2025, closing a stake of 360 shares — an estimated $3.69K sold.

R Squared first reported a position in SVV in Q4 2024 and held it in 1 quarter. The position peaked at $3.69K in Q4 2024. 107 funds tracked by Wall St. Rank hold SVV as of Q1 2025.

R Squared reported no remaining Savers position as of Q1 2025 after selling out during the quarter.
R Squared sold 360 Savers shares in Q1 2025, an estimated $3.69K.
R Squared first reported a position in Savers in Q4 2024 and held it in 1 quarter.
R Squared's Savers position peaked at $3.69K in Q4 2024.
107 funds tracked by Wall St. Rank held Savers as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.