Catalyst Funds Management’s Stifel SF Stock Holding History

Catalyst Funds 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
2024 Q2	–	Sell	-1,800	Closed	-$93.8K	–	1554
2024 Q1	$93.8K	Buy	+1,800	New	+$88.6K	0.03%	406

Other funds holding SF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Catalyst Funds Management's SF Position: Q2 2024 in Review

Catalyst Funds Management sold out of Stifel (SF) in Q2 2024, closing a stake of 1,800 shares — an estimated $93.8K sold.

Catalyst Funds Management first reported a position in SF in Q1 2024 and held it in 1 quarter. The position peaked at $93.8K in Q1 2024. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

Catalyst Funds Management reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
Catalyst Funds Management sold 1,800 Stifel shares in Q2 2024, an estimated $93.8K.
Catalyst Funds Management first reported a position in Stifel in Q1 2024 and held it in 1 quarter.
Catalyst Funds Management's Stifel position peaked at $93.8K in Q1 2024.
435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.