Brookfield Corp’s Stifel SF Stock Holding History

Brookfield Corp’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 Q3	–	Sell	-74,669	Closed	-$2.97M	–	454
2023 Q2	$2.97M	Sell	74,669 -71,524	-49%	-$2.79M	0.01%	367
2023 Q1	$5.76M	Buy	+146,193	New	+$6.15M	0.02%	263

Other funds holding SF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Brookfield Corp's SF Position: Q3 2023 in Review

Brookfield Corp sold out of Stifel (SF) in Q3 2023, closing a stake of 74,669 shares — an estimated $2.97M sold.

Brookfield Corp first reported a position in SF in Q1 2023 and held it in 2 quarters. The position peaked at $5.76M in Q1 2023. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

Brookfield Corp reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
Brookfield Corp sold 74,669 Stifel shares in Q3 2023, an estimated $2.97M.
Brookfield Corp first reported a position in Stifel in Q1 2023 and held it in 2 quarters.
Brookfield Corp's Stifel position peaked at $5.76M in Q1 2023.
365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.