Smead Fds Tr shares owned by Rothschild Investment Corp
Quarter-by-quarter ownership of Smead Fds Tr (SVFYX) shares owned by Rothschild Investment Corp
from 13F filings
Historical chart of Rothschild Investment Corp investment in Smead Fds Tr
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Quarterly reported holdings in Smead Fds Tr by Rothschild Investment Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $357k | 5.3k | 67.82 |
| 2023-06-30 | $360k | 5.3k | 68.39 |
| 2023-03-31 | $349k | 5.3k | 66.30 |
| 2022-12-31 | $348k | 5.3k | 66.11 |
| 2022-09-30 | $306k | 5.2k | 59.37 |
| 2022-06-30 | $312k | 5.2k | 60.54 |
| 2022-03-31 | $394k | 5.7k | 69.72 |
| 2021-12-31 | $392k | 5.7k | 69.37 |
| 2021-09-30 | $302k | 4.5k | 66.74 |
| 2021-06-30 | $300k | 4.5k | 66.30 |
More positions owned by Rothschild Investment Corp
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