CA
SF

Claris Advisors’s Stifel SF Stock Holding History

Claris Advisors’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
Q4 		– Sell
-12
Closed -$751 – 953
2024
Q3 		$751 Buy
+12
New +$685 ﹤0.01% 503

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Claris Advisors's SF Position: Q4 2024 in Review

Claris Advisors sold out of Stifel (SF) in Q4 2024, closing a stake of 12 shares — an estimated $751 sold.

Claris Advisors first reported a position in SF in Q3 2024 and held it in 1 quarter. The position peaked at $751 in Q3 2024. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • Claris Advisors reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 12 Stifel shares in Q4 2024, an estimated $751.
  • Claris Advisors first reported a position in Stifel in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Stifel position peaked at $751 in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.