Are Dividend Stocks Tax-Efficient? 10 Picks by the Financial Media
Dividend stocks can be tax-efficient, but only in a qualified sense.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 6,146,366 | $394,596,650 | -33% | 0.18% |
| 2. | Renaissance Technologies Jim Simons | 1,449,439 | $93,053,984 | +114% | 0.15% |
| 3. | 1,400,900 | $89,937,780 | +58% | 0.01% | |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 731,739 | $46,977,644 | +9498% | 0.03% |
| 5. | Quantinno Capital Hoon Kim | 687,510 | $44,138,194 | +9% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $72.92 | 13,500 | $984,420.00 | 378,780 | 2025-03-12 | Filing | |
| $78.58 | 64,448 | $5,064,349.62 | 20,464,051 | 2022-05-25 | Filing | |
| $79.60 | 89,596 | $7,131,581.77 | 20,399,603 | 2022-05-25 | Filing | |
| $80.30 | 95,956 | $7,704,806.21 | 20,310,007 | 2022-05-25 | Filing | |
| $78.58 | 64,448 | $5,064,349.62 | 20,464,051 | 2022-05-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $82.82 | 107,534 | $8,905,879.85 | 9,530,936 | 2026-07-14 | Filing | |
| $81.73 | 88,288 | $7,215,486.89 | 9,638,470 | 2026-07-14 | Filing | |
| $80.88 | 62,072 | $5,020,625.44 | 9,726,758 | 2026-07-14 | Filing | |
| $83.63 | 42,106 | $3,521,261.62 | 9,788,830 | 2026-07-14 | Filing | |
| $82.50 | 336,006 | $27,721,267.81 | 9,830,936 | 2026-07-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 531,517 | $40,331,510 | 0.05% | |
| 2. | 368,783 | $27,983,254 | 0.02% | |
| 3. | 141,093 | $10,706,137 | 1.46% | |
| 4. | 115,427 | $8,564,058 | 0.01% | |
| 5. | 106,000 | $8,043,280 | 0.72% |