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. | Levin Easterly Partners John Murphy | 152,674 | $19,940,751 | +29% | 1.01% |
| 2. | Lee Munder Capital Group Lee Munder | 2,532 | $330,705 | -2% | 0.02% |
| 3. | Skylands Capital Charles Paquelet | 100 | $13,061 | 0% | |
| 4. | Sciencast Management Qing Li | 0 | $0 | 0% | |
| 5. | Taproot Management David Lin And Jason Beverage | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $54.86 | 10,000 | $548,641.00 | 16,431 | 2017-03-09 | Filing | |
| $57.00 | 2,000 | $114,000.00 | 56,983 | 2017-03-06 | Filing | |
| $58.95 | 5,000 | $294,741.00 | 30,686 | 2017-03-01 | Filing | |
| $58.20 | 2,000 | $116,400.00 | 54,983 | 2017-03-02 | Filing | |
| $67.82 | 5,000 | $339,080.00 | 16,868 | 2016-05-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $138.07 | 7,000 | $966,490.00 | 35,465 | 2026-06-29 | Filing | |
| $125.89 | 10,000 | $1,258,905.00 | 45,930 | 2026-05-29 | Filing | |
| $130.55 | 1,000 | $130,545.90 | 193,270 | 2026-05-27 | Filing | |
| $129.84 | 49,000 | $6,362,076.70 | 194,270 | 2026-05-27 | Filing | |
| $117.19 | 2,053 | $240,593.33 | 12,143 | 2026-03-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,162,620 | $151,849,798 | 0.19% | |
| 2. | 1,077,758 | $142,015,636 | 0.38% | |
| 3. | 693,237 | $90,543,624 | 0.11% | |
| 4. | 552,759 | $72,195,857 | 0.06% | |
| 5. | 531,948 | $69,477,728 | 0.09% |