Smead Value Fund-InvSMVLX
13F holders, Q1 2024 (March 31)1holders
$84.51avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Smead Value Fund-Inv (SMVLX) in their 13F filings. The largest holder was Fulton Bank, N.A. ($1.1M).
- Company
- Smead Value Fund-Inv
- Filed as
- SMEAD FDS TR (Q1 2024)
- CUSIP
- 83178C881
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Fulton Bank, N.A. | 0.04% | No change | 12,705 | $1.1M |
"% of holder's portfolio" is SMVLX's weight in each manager's 13F, not the share of Smead Value Fund-Inv the manager owns.