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. | Ardsley Partners Philip Hempleman | 155,000 | $6,568,900 | +20% | 0.68% |
| 2. | Lee Munder Capital Group Lee Munder | 30,227 | $1,279,811 | +7% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.55 | 19,000 | $998,450.00 | 149,764 | 2022-01-26 | Filing | |
| $53.47 | 18,839 | $1,007,321.33 | 33,956 | 2020-02-28 | Filing | |
| $50.75 | 800 | $40,600.00 | 800 | 2016-02-24 | Filing | |
| $28.27 | 11,200 | $316,624.00 | 44,987 | 2010-07-26 | Filing | |
| $28.26 | 800 | $22,608.00 | 33,787 | 2010-07-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $47.83 | 73,069 | $3,495,036.41 | 16,221 | 2026-05-29 | Filing | |
| $50.00 | 8,569 | $428,450.00 | 43,782 | 2026-03-02 | Filing | |
| $49.61 | 12,500 | $620,175.00 | 13,023 | 2026-02-24 | Filing | |
| $49.61 | 12,500 | $620,175.00 | 13,024 | 2026-02-24 | Filing | |
| $49.61 | 200,000 | $9,922,800.00 | 145,069 | 2026-02-24 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,793,558 | $329,979,247 | 0.28% | |
| 2. | 6,207,262 | $262,815,474 | 0.32% | |
| 3. | 4,664,026 | $197,474,861 | 0.29% | |
| 4. | 3,715,372 | $134,896,879 | 0.23% | |
| 5. | 2,154,202 | $91,208,913 | 0.11% |