LSV Global Concentrated

13F holders, Q4 2024 (December 31)
1holders
0new positions
0sold out
$1.00avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding LSV Global Concentrated in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Diversified Trust Co. ($19.7M).

Company
LSV Global Concentrated
CUSIP
MA1596901
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 440,858 shares bought, net +440,858 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Diversified Trust Co. 0.48% Add +2.3% 19,713,439 $19.7M

"% of holder's portfolio" is LSV GLOBAL CONCENTRATED's weight in each manager's 13F, not the share of LSV Global Concentrated the manager owns.