TCM
SVV icon

Tradewinds Capital Management’s Savers SVV Stock Holding History

Tradewinds Capital 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
Q1 		– Sell
-5
Closed -$52 – 732
2024
Q4 		$52 Hold
5
– – ﹤0.01% 655
2024
Q3 		$53 Hold
5
– – ﹤0.01% 604
2024
Q2 		$62 Hold
5
– – ﹤0.01% 574
2024
Q1 		$97 Hold
5
– – ﹤0.01% 536
2023
Q4 		$87 Buy
5
+3
+150% +$45 ﹤0.01% 457
2023
Q3 		$38 Sell
2
-10
-83% -$231 ﹤0.01% 492
2023
Q2 		$285 Buy
+12
New +$280 ﹤0.01% 427

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Tradewinds Capital Management's SVV Position: Q1 2025 in Review

Tradewinds Capital Management sold out of Savers (SVV) in Q1 2025, closing a stake of 5 shares — an estimated $52 sold.

Tradewinds Capital Management first reported a position in SVV in Q2 2023 and held it in 7 quarters. The position peaked at $285 in Q2 2023. 107 funds tracked by Wall St. Rank hold SVV as of Q1 2025.

  • Tradewinds Capital Management reported no remaining Savers position as of Q1 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 5 Savers shares in Q1 2025, an estimated $52.
  • Tradewinds Capital Management first reported a position in Savers in Q2 2023 and held it in 7 quarters.
  • Tradewinds Capital Management's Savers position peaked at $285 in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Savers as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.