NYVTX
Davis New York Venture Fund A
1W: -2.1%
1M: -5.3%
3M: -3.9%
YTD: +0.2%
1Y: +9.1%
3Y: +72.2%
5Y: +59.4%
$29.59
+0.27 (+0.92%)
Weekly Expected Move ±1.2%
$29
$29
$29
$30
$30
Institutional Ownership — NYVTX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 71,905 | 2M | -700 | -1.0% | 14Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Williams Jones Wealth Management, L | -700 | -1.0% | 71,905 |