Smead Value Fund-YSVFYX
13F holders, Q1 2024 (March 31)1holders
$84.62avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Smead Value Fund-Y (SVFYX) in their 13F filings. The largest holder was Fulton Bank, N.A. ($80.3M).
- Company
- Smead Value Fund-Y
- Filed as
- SMEAD FDS TR (Q1 2024)
- CUSIP
- 83178C709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 1 holders
| Fulton Bank, N.A. | 3.29% | Reduce -3.8% | 949,493 | $80.3M |
"% of holder's portfolio" is SVFYX's weight in each manager's 13F, not the share of Smead Value Fund-Y the manager owns.