CCG
SF

Capital CS Group’s Stifel SF Stock Holding History

Capital CS Group’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
2024
Q3 		– Sell
-10,953
Closed -$614K – 114
2024
Q2 		$614K Buy
+10,953
New +$580K 0.68% 26

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital CS Group's SF Position: Q3 2024 in Review

Capital CS Group sold out of Stifel (SF) in Q3 2024, closing a stake of 10,953 shares — an estimated $614K sold.

Capital CS Group first reported a position in SF in Q2 2024 and held it in 1 quarter. The position peaked at $614K in Q2 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • Capital CS Group reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • Capital CS Group sold 10,953 Stifel shares in Q3 2024, an estimated $614K.
  • Capital CS Group first reported a position in Stifel in Q2 2024 and held it in 1 quarter.
  • Capital CS Group's Stifel position peaked at $614K in Q2 2024.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Capital CS Group's 13F filing for Q3 2024, filed 4 Oct 2024.