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. | Ayrshire Capital Management John Nevin Jr. | 7,926 | $1,656,939 | 0.78% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.30 | 25,000 | $1,982,425.00 | 179,449 | 2022-05-12 | Filing | |
| $38.59 | 29,000 | $1,119,228.90 | 154,449 | 2020-04-17 | Filing | |
| $55.40 | 25,000 | $1,385,000.00 | 28,129 | 2020-11-12 | Filing | |
| $44.20 | 0 | $0.18 | 377,084,707 | 2020-05-29 | Filing | |
| $38.84 | 0 | $0.04 | 377,084,707 | 2020-05-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $222.51 | 9,172 | $2,040,861.72 | 0 | 2026-07-16 | Filing | |
| $222.51 | 6,382 | $1,420,058.82 | 136,810 | 2026-07-16 | Filing | |
| $216.88 | 7,101 | $1,540,064.88 | 121,770 | 2026-07-17 | Filing | |
| $215.00 | 17,064 | $3,668,760.00 | 128,871 | 2026-07-17 | Filing | |
| $191.50 | 5,559 | $1,064,548.50 | 169,403 | 2026-04-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,178,300 | $246,311,832 | 5.54% | |
| 2. | 1,087,716 | $199,085,131 | 1.99% | |
| 3. | 853,710 | $178,459,537 | 0.15% | |
| 4. | 784,695 | $164,032,643 | 1.75% | |
| 5. | 731,365 | $152,884,564 | 2.07% |