Bedel Financial Consulting’s SIFCO Industries SIF Stock Holding History

Bedel Financial Consulting’s Portfolio SIF Stock Details SIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-500	Closed	-$2K	–	765
2022 Q1	$2K	Hold	500	–	–	﹤0.01%	898
2021 Q4	$3K	Hold	500	–	–	﹤0.01%	855
2021 Q3	$4K	Hold	500	–	–	﹤0.01%	819
2021 Q2	$5K	Hold	500	–	–	﹤0.01%	780
2021 Q1	$6K	Hold	500	–	–	﹤0.01%	725
2020 Q4	$4K	Hold	500	–	–	﹤0.01%	692
2020 Q3	$2K	Hold	500	–	–	﹤0.01%	733
2020 Q2	$2K	Hold	500	–	–	﹤0.01%	704
2020 Q1	$1K	Hold	500	–	–	﹤0.01%	763
2019 Q4	$2K	Hold	500	–	–	﹤0.01%	695
2019 Q3	$1K	Hold	500	–	–	﹤0.01%	728
2019 Q2	$1K	Hold	500	–	–	﹤0.01%	699
2019 Q1	$1K	Hold	500	–	–	﹤0.01%	686
2018 Q4	$2K	Hold	500	–	–	﹤0.01%	621
2018 Q3	$2K	Hold	500	–	–	﹤0.01%	625
2018 Q2	$3K	Hold	500	–	–	﹤0.01%	601
2018 Q1	$3K	Buy	+500	New	+$2.99K	﹤0.01%	596

Other funds holding SIF

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Bedel Financial Consulting's SIF Position: Q2 2022 in Review

Bedel Financial Consulting sold out of SIFCO Industries (SIF) in Q2 2022, closing a stake of 500 shares — an estimated $2K sold.

Bedel Financial Consulting first reported a position in SIF in Q1 2018 and held it in 17 quarters. The position peaked at $6K in Q1 2021. 19 funds tracked by Wall St. Rank hold SIF as of Q2 2022.

Bedel Financial Consulting reported no remaining SIFCO Industries position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 500 SIFCO Industries shares in Q2 2022, an estimated $2K.
Bedel Financial Consulting first reported a position in SIFCO Industries in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's SIFCO Industries position peaked at $6K in Q1 2021.
19 funds tracked by Wall St. Rank held SIFCO Industries as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.