Clean Yield Group’s Stifel SF Stock Holding History

Clean Yield 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
2023 Q1	–	Sell	-27	Closed	-$1.05K	–	458
2022 Q4	$1.05K	Hold	27	–	–	﹤0.01%	426
2022 Q3	$1K	Buy	+27	New	+$1.06K	﹤0.01%	450
2015 Q2	–	Sell	-1,181	Closed	-$29K	–	260
2015 Q1	$29K	Buy	+1,181	New	+$27.3K	0.01%	221

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

Clean Yield Group's SF Position: Q1 2023 in Review

Clean Yield Group sold out of Stifel (SF) in Q1 2023, closing a stake of 27 shares — an estimated $1.05K sold.

Clean Yield Group first reported a position in SF in Q1 2015 and held it in 3 quarters. The position peaked at $29K in Q1 2015. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

Clean Yield Group reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
Clean Yield Group sold 27 Stifel shares in Q1 2023, an estimated $1.05K.
Clean Yield Group first reported a position in Stifel in Q1 2015 and held it in 3 quarters.
Clean Yield Group's Stifel position peaked at $29K in Q1 2015.
366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Clean Yield Group's 13F filing for Q1 2023, filed 26 Apr 2023.