BIM
SF

Bogle Investment Management’s Stifel SF Stock Holding History

Bogle 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
Q1 		– Sell
-21,499
Closed -$580K – 346
2019
Q4 		$580K Buy
21,499
+12,913
+150% +$337K 0.05% 207
2019
Q3 		$219K Buy
+8,586
New +$216K 0.02% 254
2018
Q1 		– Sell
-43,425
Closed -$1.15M – 372
2017
Q4 		$1.15M Buy
+43,425
New +$1.06M 0.08% 214

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bogle Investment Management's SF Position: Q1 2020 in Review

Bogle Investment Management sold out of Stifel (SF) in Q1 2020, closing a stake of 21,499 shares — an estimated $580K sold.

Bogle Investment Management first reported a position in SF in Q4 2017 and held it in 3 quarters. The position peaked at $1.15M in Q4 2017. 267 funds tracked by Wall St. Rank hold SF as of Q1 2020.

  • Bogle Investment Management reported no remaining Stifel position as of Q1 2020 after selling out during the quarter.
  • Bogle Investment Management sold 21,499 Stifel shares in Q1 2020, an estimated $580K.
  • Bogle Investment Management first reported a position in Stifel in Q4 2017 and held it in 3 quarters.
  • Bogle Investment Management's Stifel position peaked at $1.15M in Q4 2017.
  • 267 funds tracked by Wall St. Rank held Stifel as of Q1 2020.

Based on Bogle Investment Management's 13F filing for Q1 2020, filed 13 May 2020.