SVFYX
Smead Value Fund;Y
1W: -1.4%
1M: -5.3%
3M: +1.8%
YTD: +17.5%
1Y: +16.5%
3Y: +47.1%
5Y: +58.1%
$97.58
+0.28 (+0.29%)
Weekly Expected Move ±1.6%
$94
$96
$97
$99
$100
Institutional Ownership — SVFYX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
75M
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 | Fulton Bank, N.A. | 790,018 | 77M | -7,199 | -0.9% | 24Q | 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 |
|---|---|---|---|
| Fulton Bank, N.A. | -7,199 | -0.9% | 790,018 |