ACM
SF

Allred Capital Management’s Stifel SF Stock Holding History

Allred Capital Management’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
2021
Q2 		– Sell
-87
Closed -$3.71K – 662
2021
Q1 		$3.71K Buy
+87
New +$3.39K ﹤0.01% 705
2020
Q1 		– Sell
-135
Closed -$3.64K – 612
2019
Q4 		$3.64K Buy
+135
New +$3.53K ﹤0.01% 717

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allred Capital Management's SF Position: Q2 2021 in Review

Allred Capital Management sold out of Stifel (SF) in Q2 2021, closing a stake of 87 shares — an estimated $3.71K sold.

Allred Capital Management first reported a position in SF in Q4 2019 and held it in 2 quarters. The position peaked at $3.71K in Q1 2021. 342 funds tracked by Wall St. Rank hold SF as of Q2 2021.

  • Allred Capital Management reported no remaining Stifel position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 87 Stifel shares in Q2 2021, an estimated $3.71K.
  • Allred Capital Management first reported a position in Stifel in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Stifel position peaked at $3.71K in Q1 2021.
  • 342 funds tracked by Wall St. Rank held Stifel as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.