Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-17,535
Closed -$607K 149
2022
Q3
$607K Sell
17,535
-3,555
-17% -$140K 0.23% 90
2022
Q2
$788K Buy
21,090
+1,890
+10% +$78.5K 0.28% 73
2022
Q1
$869K Sell
19,200
-7,035
-27% -$338K 0.27% 97
2021
Q4
$1.23M Sell
26,235
-1,185
-4% -$57.5K 0.32% 74
2021
Q3
$1.24M Buy
27,420
+660
+2% +$29.4K 0.34% 73
2021
Q2
$1.16M Sell
26,760
-1,845
-6% -$82.7K 0.33% 85
2021
Q1
$1.22M Sell
28,605
-2,175
-7% -$84.8K 0.38% 71
2020
Q4
$1.03M Hold
30,780
0.33% 88
2020
Q3
$692K Buy
30,780
+5,647
+22% +$126K 0.25% 105
2020
Q2
$530K Buy
+25,133
New +$505K 0.21% 114

Other funds holding SF

CNA Financial's SF Position: Q4 2022 in Review

CNA Financial sold out of Stifel (SF) in Q4 2022, closing a stake of 17,535 shares — an estimated $607K sold.

CNA Financial first reported a position in SF in Q2 2020 and held it in 10 quarters. The position peaked at $1.24M in Q3 2021. 362 funds tracked by Wall St. Rank hold SF as of Q4 2022.

  • CNA Financial reported no remaining Stifel position as of Q4 2022 after selling out during the quarter.
  • CNA Financial sold 17,535 Stifel shares in Q4 2022, an estimated $607K.
  • CNA Financial first reported a position in Stifel in Q2 2020 and held it in 10 quarters.
  • CNA Financial's Stifel position peaked at $1.24M in Q3 2021.
  • 362 funds tracked by Wall St. Rank held Stifel as of Q4 2022.

Based on CNA Financial's 13F filing for Q4 2022, filed 10 Feb 2023.