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Sandia Investment Management’s Savers SVV Stock Holding History

Sandia Investment Management’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
Q3 		– Sell
-5,000
Closed -$51K – 120
2025
Q2 		$51K Buy
+5,000
New +$48.9K 0.13% 81
2024
Q2 		– Sell
-5,000
Closed -$96.4K – 140
2024
Q1 		$96.4K Sell
5,000
-3,971
-44% -$74.1K 0.09% 98
2023
Q4 		$156K Sell
8,971
-6,029
-40% -$91.2K 0.11% 89
2023
Q3 		$280K Hold
15,000
– – 0.08% 104
2023
Q2 		$356K Buy
+15,000
New +$350K 0.08% 103

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sandia Investment Management's SVV Position: Q3 2025 in Review

Sandia Investment Management sold out of Savers (SVV) in Q3 2025, closing a stake of 5,000 shares — an estimated $51K sold.

Sandia Investment Management first reported a position in SVV in Q2 2023 and held it in 5 quarters. The position peaked at $356K in Q2 2023. 153 funds tracked by Wall St. Rank hold SVV as of Q3 2025.

  • Sandia Investment Management reported no remaining Savers position as of Q3 2025 after selling out during the quarter.
  • Sandia Investment Management sold 5,000 Savers shares in Q3 2025, an estimated $51K.
  • Sandia Investment Management first reported a position in Savers in Q2 2023 and held it in 5 quarters.
  • Sandia Investment Management's Savers position peaked at $356K in Q2 2023.
  • 153 funds tracked by Wall St. Rank held Savers as of Q3 2025.

Based on Sandia Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.