Cambridge Trust’s Stifel SF Stock Holding History

Cambridge Trust’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
2022 Q1	–	Sell	-293	Closed	-$14K	–	1126
2021 Q4	$14K	Buy	+293	New	+$14.2K	﹤0.01%	762

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambridge Trust's SF Position: Q1 2022 in Review

Cambridge Trust sold out of Stifel (SF) in Q1 2022, closing a stake of 293 shares — an estimated $14K sold.

Cambridge Trust first reported a position in SF in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 367 funds tracked by Wall St. Rank hold SF as of Q1 2022.

Cambridge Trust reported no remaining Stifel position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 293 Stifel shares in Q1 2022, an estimated $14K.
Cambridge Trust first reported a position in Stifel in Q4 2021 and held it in 1 quarter.
Cambridge Trust's Stifel position peaked at $14K in Q4 2021.
367 funds tracked by Wall St. Rank held Stifel as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.