SMVLX
Smead Value Fund
1W: -1.4%
1M: -5.3%
3M: +1.7%
YTD: +17.2%
1Y: +16.5%
3Y: +46.0%
5Y: +55.8%
$97.29
+0.28 (+0.29%)
Weekly Expected Move ±1.6%
$94
$95
$97
$99
$100
Institutional Ownership — SMVLX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors | 0 | 0K | -1,080 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 1,080 | 105K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.