BAM
SF

Blueshift Asset Management’s Stifel SF Stock Holding History

Blueshift Asset 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
2026
Q1 		$469K Buy
+6,347
New +$504K 0.14% 220
2022
Q4 		– Sell
-6,266
Closed -$217K – 603
2022
Q3 		$217K Sell
6,266
-7,531
-55% -$296K 0.05% 491
2022
Q2 		$515K Buy
13,797
+255
+2% +$10.6K 0.09% 322
2022
Q1 		$613K Sell
13,542
-13,325
-50% -$640K 0.06% 378
2021
Q4 		$1.26M Buy
+26,867
New +$1.3M 0.11% 252
2020
Q1 		– Sell
-14,753
Closed -$398K – 612
2019
Q4 		$398K Sell
14,753
-1,888
-11% -$49.3K 0.05% 513
2019
Q3 		$424K Buy
+16,641
New +$418K 0.06% 420

Other funds holding SF

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return