ACM
SF

AUA Capital Management’s Stifel SF Stock Holding History

AUA 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
2023
Q1 		– Sell
-59
Closed -$2.28K – 290
2022
Q4 		$2.28K Hold
59
– – ﹤0.01% 250
2022
Q3 		$2K Sell
59
-6
-9% -$236 ﹤0.01% 278
2022
Q2 		$2K Buy
65
+12
+23% +$498 ﹤0.01% 291
2022
Q1 		$2K Buy
53
+8
+18% +$384 ﹤0.01% 301
2021
Q4 		$2K Buy
45
+6
+15% +$291 ﹤0.01% 295
2021
Q3 		$2K Hold
39
– – ﹤0.01% 287
2021
Q2 		$2K Hold
39
– – ﹤0.01% 281
2021
Q1 		$2K Buy
+39
New +$1.52K ﹤0.01% 288

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
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
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
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

AUA Capital Management's SF Position: Q1 2023 in Review

AUA Capital Management sold out of Stifel (SF) in Q1 2023, closing a stake of 59 shares — an estimated $2.28K sold.

AUA Capital Management first reported a position in SF in Q1 2021 and held it in 8 quarters. The position peaked at $2.28K in Q4 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

  • AUA Capital Management reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 59 Stifel shares in Q1 2023, an estimated $2.28K.
  • AUA Capital Management first reported a position in Stifel in Q1 2021 and held it in 8 quarters.
  • AUA Capital Management's Stifel position peaked at $2.28K in Q4 2022.
  • 366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.