Large Cap Equity Managed Pool
13F holders, Q4 2024 (December 31)3holders −1
0new positions
1sold out
$105.24avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Large Cap Equity Managed Pool in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Hantz Financial Services, Inc. ($1.1M), Game Plan Financial Advisors, LLC ($135K) and Fairfield Financial Advisors, LTD ($22K).
- Company
- Large Cap Equity Managed Pool
- CUSIP
- 808516108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $103K |
All 13F filers, Q3 2024 → Q4 2024: 1,157 shares sold, net −1,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Hantz Financial Services, Inc. | 0.02% | Reduce -0.8% | 10,437 | $1.1M |
| Game Plan Financial Advisors, LLC | 0.07% | Reduce -5.3% | 1,276 | $135K |
| Fairfield Financial Advisors, LTD | 0.01% | Reduce -7.2% | 206 | $22K |
"% of holder's portfolio" is LARGE CAP EQUITY MANAGED POOL's weight in each manager's 13F, not the share of Large Cap Equity Managed Pool the manager owns.