Stocks Most Commonly
Held By Funds

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Funds
holding 		Growth Growth % Return since
30 Sep ‘24
2001
36 -1 -3% 10.2%
2002
72 -2 -3% 35.6%
2003
71 -2 -3% 25.1%
NNY icon
2004
Nuveen New York Municipal Value Fund
NNY
$165M
35 -1 -3% 1.51%
2005
35 -1 -3% 35.6%
2006
35 -1 -3% 27.8%
2007
35 -1 -3% 22.1%
2008
35 -1 -3% 2.85%
2009
69 -2 -3% 31.1%
2010
69 -2 -3% 65.1%
SLP icon
2011
Simulations Plus
SLP
$247M
171 -5 -3% 61.7%
2012
34 -1 -3% 20.1%
2013
34 -1 -3% 2.46%
2014
34 -1 -3% 72.2%
2015
101 -3 -3% 25.4%
2016
33 -1 -3% 30.6%
2017
33 -1 -3% 23.8%
2018
66 -2 -3% 83.5%
2019
66 -2 -3% 27.3%
2020
32 -1 -3% 12.6%
2021
32 -1 -3% 16.9%
2022
32 -1 -3% 12.4%
2023
64 -2 -3% 88.4%
2024
31 -1 -3% 36.9%
2025
31 -1 -3% 22%
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