A detailed history of Kennedy Investment Group transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Kennedy Investment Group holds 84,570 shares of RVT stock, worth $1.35 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
84,570
Previous 84,949 0.45%
Holding current value
$1.35 Million
Previous $1.23 Billion 8.02%
% of portfolio
0.61%
Previous 0.62%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$14.28 - $16.01 $5,412 - $6,067
-379 Reduced 0.45%
84,570 $1.33 Billion
Q2 2024

Jul 18, 2024

BUY
$13.85 - $15.17 $37,325 - $40,883
2,695 Added 3.28%
84,949 $1.23 Billion
Q1 2024

Apr 22, 2024

SELL
$13.77 - $15.17 $18,052 - $19,887
-1,311 Reduced 1.57%
82,254 $1.25 Billion
Q4 2023

Jan 29, 2024

BUY
$11.93 - $14.72 $4,879 - $6,020
409 Added 0.49%
83,565 $1.22 Billion
Q3 2023

Oct 25, 2023

BUY
$12.65 - $14.39 $7,805 - $8,878
617 Added 0.75%
83,156 $1.07 Billion
Q2 2023

Jul 19, 2023

BUY
$12.57 - $13.8 $33,310 - $36,570
2,650 Added 3.32%
82,539 $1.14 Billion
Q1 2023

May 31, 2023

BUY
$12.72 - $15.35 $7,339 - $8,856
577 Added 0.73%
79,889 $1.08 Billion
Q4 2022

May 31, 2023

BUY
$12.33 - $15.13 $977,916 - $1.2 Million
79,312 New
79,312 $1.05 Billion

Others Institutions Holding RVT

About ROYCE VALUE TRUST, INC.


  • Ticker RVT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of...
More about RVT
Track This Portfolio

Track Kennedy Investment Group Portfolio

Follow Kennedy Investment Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kennedy Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Kennedy Investment Group with notifications on news.