2L
SF

25 LLC’s Stifel SF Stock Holding History

25 LLC’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12
Closed -$502 – 465
2023
Q2 		$502 Sell
12
-2
-14% -$78 ﹤0.01% 537
2023
Q1 		$522 Buy
+14
New +$588 ﹤0.01% 341

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

25 LLC's SF Position: Q3 2023 in Review

25 LLC sold out of Stifel (SF) in Q3 2023, closing a stake of 12 shares — an estimated $502 sold.

25 LLC first reported a position in SF in Q1 2023 and held it in 2 quarters. The position peaked at $522 in Q1 2023. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • 25 LLC reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • 25 LLC sold 12 Stifel shares in Q3 2023, an estimated $502.
  • 25 LLC first reported a position in Stifel in Q1 2023 and held it in 2 quarters.
  • 25 LLC's Stifel position peaked at $522 in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.