Who owns VALUE STOCK INDEX PORTFOLIO?

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Analyze quarterly positions in Value Stock Index Portfolio with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Value Stock Index Portfolio stock

Who bought or sold VALUE STOCK INDEX PORTFOLIO this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Susquehanna International 30k $140k 103% Sep 2025
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Renaissance Technologies 13k $59k 0% Sep 2025
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Morgan Stanley 5.2k $37k 100% Jun 2025
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Serenus Wealth Advisors 4.4k $311k -3% Sep 2025
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UBS Group 1.4k $6.6k -76% Sep 2025
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SBI Securities 184.00 $836.997600 -18% Sep 2025
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Jpmorgan Chase & Co 23.00 $108.001100 -67% Sep 2025
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Rhumbline Advisers 22.00 $102.000800 0% Sep 2025
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Who sold out of Value Stock Index Portfolio?

Fund or Company Name Date Sold Shares Held Valued At
Connor, Clark & Lunn Investment Management Jun 2025 11k $81k