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 | 15,006,710 | $522,233,487 | +15% | 0.18% |
| 2. | Diamond Hill Capital Ric Dillon | 3,623,480 | $126,097,104 | -25% | 1.01% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,636,287 | $91,742,788 | -38% | 0.04% |
| 4. | Gotham Asset Management Joel Greenblatt | 2,262,103 | $78,721,184 | +444% | 0.18% |
| 5. | Citadel Investment Group Ken Griffin | 1,928,346 | $67,106,441 | +46% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.37 | 1,000 | $47,370.00 | 1,000 | 2018-08-20 | Filing | |
| $42.18 | 6,000 | $253,108.20 | 24,213 | 2018-05-23 | Filing | |
| $57.45 | 1,800 | $103,401.54 | 35,877 | 2017-04-12 | Filing | |
| $37.76 | 4,013 | $151,516.43 | 153,563 | 2011-07-26 | Filing | |
| $36.55 | 700 | $25,584.86 | 73,475 | 2010-09-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.97 | 10,000 | $339,668.00 | 76,002 | 2026-05-13 | Filing | |
| $34.27 | 10,000 | $342,699.00 | 86,002 | 2026-05-12 | Filing | |
| $34.50 | 7,995 | $275,828.30 | 62,283 | 2026-05-12 | Filing | |
| $48.15 | 1,500 | $72,230.85 | 48,568 | 2025-12-19 | Filing | |
| $50.04 | 4,000 | $200,156.00 | 66,593 | 2025-09-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 62,689,876 | $2,181,607,670 | 0.03% | |
| 2. | 34,829,056 | $1,212,051,149 | 0.03% | |
| 3. | 34,003,904 | $1,183,335,859 | 0.04% | |
| 4. | 26,670,792 | $928,143,562 | 0.04% | |
| 5. | 18,048,765 | $628,097,022 | 0.08% |