CIBC World Markets’s Stifel SF Stock Holding History

CIBC World Markets’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 Q1	–	Sell	-30,000	Closed	-$1.17M	–	703
2022 Q4	$1.17M	Buy	+30,000	New	+$1.19M	0.01%	573
2021 Q2	–	Sell	-16,908	Closed	-$722K	–	893
2021 Q1	$722K	Buy	+16,908	New	+$659K	﹤0.01%	697

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

CIBC World Markets's SF Position: Q1 2023 in Review

CIBC World Markets sold out of Stifel (SF) in Q1 2023, closing a stake of 30,000 shares — an estimated $1.17M sold.

CIBC World Markets first reported a position in SF in Q1 2021 and held it in 2 quarters. The position peaked at $1.17M in Q4 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

CIBC World Markets reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
CIBC World Markets sold 30,000 Stifel shares in Q1 2023, an estimated $1.17M.
CIBC World Markets first reported a position in Stifel in Q1 2021 and held it in 2 quarters.
CIBC World Markets's Stifel position peaked at $1.17M in Q4 2022.
366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on CIBC World Markets's 13F filing for Q1 2023, filed 11 May 2023.