Stock
Reported value
$249.3M
Holders
11
+0 new · −0 exited
Holders’ est. mark
$8.55M
Price effect on 6 books still in the name
Largest holder
$196.3M
BARCLAYS PLC
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BARCLAYS PLC | 546.5K | $196.3M | $7.2M | Cut−$49.9M |
| DANSKE BANK A/S | 119.6K | $43M | $1.11M | Added$13.7M |
| Swiss Life Asset Management Ltd | 15.4K | $5.52M | $116.1K | Added$2.46M |
| ELEVATION POINT WEALTH PARTNERS, LLC | 9.45K | $3.39M | $124.5K | Cut−$529.1K |
| Evelyn Partners Investment Management LLP | 1.75K | $628.5K | — | Held |
| Roehl & Yi Investment Advisors, LLC | 993 | $356.6K | — | Held |
| Prestige Wealth Management Group LLC | 126 | $45.3K | $1.66K | Added$1.66K |
| Medallion Wealth Advisors, LLC | 100 | $35.9K | — | Held |
| Clark Wealth Partners | 12 | $4.31K | — | Held |
| Evelyn Partners Asset Management Ltd | 11 | $3.95K | — | Held |
| CHESAPEAKE ASSET MANAGEMENT LLC | 2 | $718 | $27 | Added$27 |
Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.