AG
SF

Aperio Group’s Stifel SF Stock Holding History

Aperio Group’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
Q4 		$3.33M Sell
98,886
-2,645
-3% -$78.5K 0.01% 1007
2020
Q3 		$2.28M Sell
101,531
-158
-0.2% -$3.53K 0.01% 1056
2020
Q2 		$2.14M Sell
101,689
-2,275
-2% -$45.7K 0.01% 1078
2020
Q1 		$1.91M Buy
103,964
+24,724
+31% +$619K 0.01% 1034
2019
Q4 		$2.14M Buy
79,240
+7,143
+10% +$187K 0.01% 1066
2019
Q3 		$1.84M Buy
72,097
+2,523
+4% +$63.4K 0.01% 1094
2019
Q2 		$1.83M Buy
69,574
+1,435
+2% +$36.5K 0.01% 1106
2019
Q1 		$1.6M Sell
68,139
-11,252
-14% -$255K 0.01% 1135
2018
Q4 		$1.46M Buy
79,391
+12,913
+19% +$268K 0.01% 1116
2018
Q3 		$1.51M Sell
66,478
-5,472
-8% -$132K 0.01% 1176
2018
Q2 		$1.67M Sell
71,950
-3,380
-4% -$87.9K 0.01% 1111
2018
Q1 		$1.98M Sell
75,330
-819
-1% -$23.2K 0.01% 1013
2017
Q4 		$2.02M Buy
76,149
+8,669
+13% +$212K 0.01% 980
2017
Q3 		$1.6M Sell
67,480
-6,644
-9% -$144K 0.01% 1027
2017
Q2 		$1.51M Sell
74,124
-25,072
-25% -$515K 0.01% 1018
2017
Q1 		$2.21M Buy
99,196
+40,707
+70% +$937K 0.02% 832
2016
Q4 		$1.3M Buy
58,489
+2,745
+5% +$55.1K 0.01% 1004
2016
Q3 		$953K Sell
55,744
-452
-0.8% -$7.26K 0.01% 1127
2016
Q2 		$785K Buy
56,196
+18,587
+49% +$276K 0.01% 1183
2016
Q1 		$495K Buy
37,609
+13,169
+54% +$187K ﹤0.01% 1377
2015
Q4 		$460K Buy
24,440
+822
+3% +$16K ﹤0.01% 1380
2015
Q3 		$442K Sell
23,618
-9,894
-30% -$224K ﹤0.01% 1371
2015
Q2 		$860K Buy
33,512
+5,529
+20% +$136K 0.01% 1048
2015
Q1 		$693K Sell
27,983
-1,692
-6% -$39.1K 0.01% 1101
2014
Q4 		$673K Buy
29,675
+10,401
+54% +$220K 0.01% 1064
2014
Q3 		$402K Buy
19,274
+693
+4% +$14.4K 0.01% 1245
2014
Q2 		$391K Buy
18,581
+5,292
+40% +$109K 0.01% 1254
2014
Q1 		$294K Buy
+13,289
New +$282K ﹤0.01% 1639
2013
Q4 		– Hold
0
– – – 1660

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Aperio Group's SF Position: Q4 2020 in Review

Aperio Group reduced its Stifel (SF) stake by 2.6% in Q4 2020, selling an estimated $78.5K and leaving 98,886 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #1007.

Aperio Group first reported a position in SF in Q1 2014 and has held it in 28 quarters since. 296 funds tracked by Wall St. Rank hold SF as of Q4 2020.

  • Aperio Group held 98,886 shares of Stifel worth $3.33M as of Q4 2020.
  • Aperio Group sold 2,645 Stifel shares in Q4 2020, an estimated $78.5K.
  • Stifel made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1007 holding.
  • Aperio Group first reported a position in Stifel in Q1 2014 and has held it in 28 quarters since.
  • 296 funds tracked by Wall St. Rank held Stifel as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.