AS
SF

Altshuler Shaham’s Stifel SF Stock Holding History

Altshuler Shaham’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
2024
Q2 		– Sell
-668
Closed -$34.8K – 349
2024
Q1 		$34.8K Sell
668
-328
-33% -$16.1K ﹤0.01% 115
2023
Q4 		$45.9K Sell
996
-377
-27% -$15.5K ﹤0.01% 120
2023
Q3 		$56.2K Sell
1,373
-877
-39% -$36.9K ﹤0.01% 138
2023
Q2 		$89.5K Buy
+2,250
New +$87.8K ﹤0.01% 147
2022
Q4 		– Sell
-3,051
Closed -$106K – 580
2022
Q3 		$106K Sell
3,051
-353
-10% -$13.9K ﹤0.01% 164
2022
Q2 		$127K Sell
3,404
-208
-6% -$8.64K ﹤0.01% 162
2022
Q1 		$164K Buy
3,612
+420
+13% +$20.2K ﹤0.01% 235
2021
Q4 		$150K Buy
+3,192
New +$155K ﹤0.01% 282

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altshuler Shaham's SF Position: Q2 2024 in Review

Altshuler Shaham sold out of Stifel (SF) in Q2 2024, closing a stake of 668 shares — an estimated $34.8K sold.

Altshuler Shaham first reported a position in SF in Q4 2021 and held it in 8 quarters. The position peaked at $164K in Q1 2022. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

  • Altshuler Shaham reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
  • Altshuler Shaham sold 668 Stifel shares in Q2 2024, an estimated $34.8K.
  • Altshuler Shaham first reported a position in Stifel in Q4 2021 and held it in 8 quarters.
  • Altshuler Shaham's Stifel position peaked at $164K in Q1 2022.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Altshuler Shaham's 13F filing for Q2 2024, filed 14 Aug 2024.