CIM Investment Management’s Stifel SF Stock Holding History

CIM Investment 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
2020 Q3	–	Sell	-11,684	Closed	-$246K	–	278
2020 Q2	$246K	Buy	+11,684	New	+$235K	0.1%	198
2020 Q1	–	Sell	-9,695	Closed	-$261K	–	230
2019 Q4	$261K	Sell	9,695 -7,581	-44%	-$198K	0.1%	173
2019 Q3	$441K	Hold	17,276	–	–	0.16%	145
2019 Q2	$453K	Sell	17,276 -362	-2%	-$9.22K	0.17%	145
2019 Q1	$414K	Sell	17,638 -151	-0.8%	-$3.42K	0.16%	172
2018 Q4	$327K	Hold	17,789	–	–	0.14%	191
2018 Q3	$405K	Buy	17,789 +5,547	+45%	+$134K	0.14%	202
2018 Q2	$284K	Hold	12,242	–	–	0.1%	287
2018 Q1	$322K	Hold	12,242	–	–	0.11%	250
2017 Q4	$324K	Buy	12,242 +121	+1%	+$2.96K	0.11%	245
2017 Q3	$288K	Hold	12,121	–	–	0.1%	260
2017 Q2	$248K	Sell	12,121 -360	-3%	-$7.39K	0.09%	316
2017 Q1	$278K	Hold	12,481	–	–	0.1%	277
2016 Q4	$277K	Hold	12,481	–	–	0.1%	278
2016 Q3	$213K	Buy	+12,481	New	+$200K	0.08%	320
2015 Q3	–	Sell	-8,100	Closed	-$208K	–	269
2015 Q2	$208K	Hold	8,100	–	–	0.09%	237
2015 Q1	$201K	Buy	+8,100	New	+$187K	0.09%	243

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CIM Investment Management's SF Position: Q3 2020 in Review

CIM Investment Management sold out of Stifel (SF) in Q3 2020, closing a stake of 11,684 shares — an estimated $246K sold.

CIM Investment Management first reported a position in SF in Q1 2015 and held it in 17 quarters. The position peaked at $453K in Q2 2019. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

CIM Investment Management reported no remaining Stifel position as of Q3 2020 after selling out during the quarter.
CIM Investment Management sold 11,684 Stifel shares in Q3 2020, an estimated $246K.
CIM Investment Management first reported a position in Stifel in Q1 2015 and held it in 17 quarters.
CIM Investment Management's Stifel position peaked at $453K in Q2 2019.
277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on CIM Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.