CMF
SF

Counterpoint Mutual Funds’s Stifel SF Stock Holding History

Counterpoint Mutual Funds’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
-3,824
Closed -$149K – 458
2022
Q4 		$149K Buy
+3,824
New +$151K 0.16% 121
2022
Q3 		– Sell
-3,282
Closed -$123K – 336
2022
Q2 		$123K Buy
+3,282
New +$136K 0.08% 143

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Counterpoint Mutual Funds's SF Position: Q1 2023 in Review

Counterpoint Mutual Funds sold out of Stifel (SF) in Q1 2023, closing a stake of 3,824 shares — an estimated $149K sold.

Counterpoint Mutual Funds first reported a position in SF in Q2 2022 and held it in 2 quarters. The position peaked at $149K in Q4 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

  • Counterpoint Mutual Funds reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 3,824 Stifel shares in Q1 2023, an estimated $149K.
  • Counterpoint Mutual Funds first reported a position in Stifel in Q2 2022 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Stifel position peaked at $149K in Q4 2022.
  • 366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2023, filed 20 Apr 2023.