Boston Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $313M | Buy |
4,240,380
+755,488
| +22% | +$60M | 0.33% | 99 |
|
|
2025
Q4 | $291M | Sell |
3,484,892
-72,928
| -2% | -$5.83M | 0.3% | 115 |
|
|
2025
Q3 | $269M | Buy |
3,557,820
+68,446
| +2% | +$5.12M | 0.28% | 126 |
|
|
2025
Q2 | $241M | Buy |
3,489,374
+3,365,942
| +2,727% | +$207M | 0.27% | 130 |
|
|
2025
Q1 | $7.75M | Buy |
123,432
+98,137
| +388% | +$6.92M | 0.01% | 405 |
|
|
2024
Q4 | $1.79M | Sell |
25,295
-3,771
| -13% | -$269K | ﹤0.01% | 512 |
|
|
2024
Q3 | $1.82M | Sell |
29,066
-11,766
| -29% | -$671K | ﹤0.01% | 528 |
|
|
2024
Q2 | $2.29M | Sell |
40,832
-2,370
| -5% | -$126K | ﹤0.01% | 489 |
|
|
2024
Q1 | $2.25M | Sell |
43,202
-13,446
| -24% | -$662K | ﹤0.01% | 491 |
|
|
2023
Q4 | $2.61M | Buy |
56,648
+299
| +0.5% | +$12.3K | ﹤0.01% | 478 |
|
|
2023
Q3 | $2.31M | Sell |
56,349
-8,177
| -13% | -$344K | ﹤0.01% | 475 |
|
|
2023
Q2 | $2.57M | Hold |
64,526
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $2.54M | Hold |
64,526
| – | – | ﹤0.01% | 444 |
|
|
2022
Q4 | $2.51M | Buy |
64,526
+1,493
| +2% | +$59.1K | ﹤0.01% | 435 |
|
|
2022
Q3 | $2.18M | Buy |
63,033
+1,258
| +2% | +$49.5K | ﹤0.01% | 444 |
|
|
2022
Q2 | $2.31M | Buy |
61,775
+4,007
| +7% | +$166K | ﹤0.01% | 428 |
|
|
2022
Q1 | $2.62M | Buy |
57,768
+1,681
| +3% | +$80.7K | ﹤0.01% | 444 |
|
|
2021
Q4 | $2.63M | Hold |
56,087
| – | – | ﹤0.01% | 429 |
|
|
2021
Q3 | $2.54M | Sell |
56,087
-8,080
| -13% | -$360K | ﹤0.01% | 432 |
|
|
2021
Q2 | $2.77M | Sell |
64,167
-5,274
| -8% | -$237K | ﹤0.01% | 421 |
|
|
2021
Q1 | $2.97M | Sell |
69,441
-5,789
| -8% | -$226K | ﹤0.01% | 433 |
|
|
2020
Q4 | $2.53M | Sell |
75,230
-9,055
| -11% | -$269K | ﹤0.01% | 411 |
|
|
2020
Q3 | $1.89M | Sell |
84,285
-826
| -1% | -$18.4K | ﹤0.01% | 430 |
|
|
2020
Q2 | $1.79M | Sell |
85,111
-22,313
| -21% | -$448K | ﹤0.01% | 439 |
|
|
2020
Q1 | $1.97M | Sell |
107,424
-12,825
| -11% | -$321K | ﹤0.01% | 424 |
|
|
2019
Q4 | $3.24M | Sell |
120,249
-24,995
| -17% | -$653K | ﹤0.01% | 415 |
|
|
2019
Q3 | $3.7M | Sell |
145,244
-3,157
| -2% | -$79.3K | 0.01% | 404 |
|
|
2019
Q2 | $3.9M | Sell |
148,401
-839,979
| -85% | -$21.4M | 0.01% | 442 |
|
|
2019
Q1 | $23.2M | Sell |
988,380
-11,612
| -1% | -$263K | 0.03% | 305 |
|
|
2018
Q4 | $18.4M | Sell |
999,992
-1,158,366
| -54% | -$24M | 0.03% | 319 |
|
|
2018
Q3 | $49.2M | Sell |
2,158,358
-48,890
| -2% | -$1.18M | 0.06% | 244 |
|
|
2018
Q2 | $51.3M | Buy |
2,207,248
+83,356
| +4% | +$2.17M | 0.06% | 245 |
|
|
2018
Q1 | $55.9M | Sell |
2,123,892
-724,298
| -25% | -$20.5M | 0.07% | 232 |
|
|
2017
Q4 | $75.4M | Buy |
2,848,190
+201,382
| +8% | +$4.93M | 0.09% | 201 |
|
|
2017
Q3 | $62.9M | Buy |
2,646,808
+73,193
| +3% | +$1.59M | 0.08% | 221 |
|
|
2017
Q2 | $52.6M | Buy |
2,573,615
+59,292
| +2% | +$1.22M | 0.07% | 234 |
|
|
2017
Q1 | $56.1M | Sell |
2,514,323
-73,850
| -3% | -$1.7M | 0.07% | 227 |
|
|
2016
Q4 | $57.5M | Sell |
2,588,173
-7,672
| -0.3% | -$154K | 0.08% | 214 |
|
|
2016
Q3 | $44.4M | Buy |
2,595,845
+791,241
| +44% | +$12.7M | 0.06% | 231 |
|
|
2016
Q2 | $25.2M | Buy |
+1,804,604
| New | +$26.8M | 0.04% | 274 |
|
Other funds holding SF
VPM
VCM
