CAM
SF

Cresset Asset Management’s Stifel SF Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-19,181
Closed -$1.2M – 2142
2024
Q3 		$1.2M Buy
19,181
+2,979
+18% +$170K ﹤0.01% 1071
2024
Q2 		$909K Buy
16,202
+2,046
+14% +$108K ﹤0.01% 1122
2024
Q1 		$738K Buy
14,156
+648
+5% +$31.9K ﹤0.01% 1139
2023
Q4 		$623K Buy
13,508
+359
+3% +$14.8K ﹤0.01% 1110
2023
Q3 		$539K Buy
13,149
+4,447
+51% +$187K ﹤0.01% 1140
2023
Q2 		$346K Buy
+8,702
New +$339K ﹤0.01% 1459
2019
Q2 		– Sell
-416
Closed -$10K – 1472
2019
Q1 		$10K Buy
416
+322
+343% +$7.29K ﹤0.01% 1180
2018
Q4 		$2K Buy
+94
New +$1.95K ﹤0.01% 1364

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

Cresset Asset Management's SF Position: Q4 2024 in Review

Cresset Asset Management sold out of Stifel (SF) in Q4 2024, closing a stake of 19,181 shares — an estimated $1.2M sold.

Cresset Asset Management first reported a position in SF in Q4 2018 and held it in 8 quarters. The position peaked at $1.2M in Q3 2024. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • Cresset Asset Management reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 19,181 Stifel shares in Q4 2024, an estimated $1.2M.
  • Cresset Asset Management first reported a position in Stifel in Q4 2018 and held it in 8 quarters.
  • Cresset Asset Management's Stifel position peaked at $1.2M in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.