Conservative Pool

13F holders, Q4 2024 (December 31)
1holders −1
0new positions
1sold out
$19.43avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Conservative Pool in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holder was Fairfield Financial Advisors, LTD ($595K).

Company
Conservative Pool
CUSIP
808516843
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$4K

All 13F filers, Q3 2024 → Q4 2024: 5,616 shares bought and 177 shares sold, net +5,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Fairfield Financial Advisors, LTD 0.21% Add +22.5% 30,624 $595K

"% of holder's portfolio" is CONSERVATIVE POOL's weight in each manager's 13F, not the share of Conservative Pool the manager owns.