AIM
SF

Anchor Investment Management’s Stifel SF Stock Holding History

Anchor Investment 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
2020
Q2 		– Sell
-787
Closed -$14.4K – 907
2020
Q1 		$14.4K Buy
787
+449
+133% +$11.2K ﹤0.01% 580
2019
Q4 		$9.1K Buy
+338
New +$8.83K ﹤0.01% 657

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Anchor Investment Management's SF Position: Q2 2020 in Review

Anchor Investment Management sold out of Stifel (SF) in Q2 2020, closing a stake of 787 shares — an estimated $14.4K sold.

Anchor Investment Management first reported a position in SF in Q4 2019 and held it in 2 quarters. The position peaked at $14.4K in Q1 2020. 271 funds tracked by Wall St. Rank hold SF as of Q2 2020.

  • Anchor Investment Management reported no remaining Stifel position as of Q2 2020 after selling out during the quarter.
  • Anchor Investment Management sold 787 Stifel shares in Q2 2020, an estimated $14.4K.
  • Anchor Investment Management first reported a position in Stifel in Q4 2019 and held it in 2 quarters.
  • Anchor Investment Management's Stifel position peaked at $14.4K in Q1 2020.
  • 271 funds tracked by Wall St. Rank held Stifel as of Q2 2020.

Based on Anchor Investment Management's 13F filing for Q2 2020, filed 2 Jan 2024.