CG
SF

Cutler Group’s Stifel SF Stock Holding History

Cutler 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
2024
Q1 		– Sell
-1,952
Closed -$96.1K – 3427
2023
Q4 		$89K Sell
1,952
-150
-7% -$6.17K 0.01% 1119
2023
Q3 		$86K Buy
+2,102
New +$88.5K 0.01% 1208
2022
Q1 		– Sell
-2,091
Closed -$98K – 5957
2021
Q4 		$98K Buy
+2,091
New +$102K ﹤0.01% 1868
2021
Q2 		– Sell
-705
Closed -$31.6K – 6267
2021
Q1 		$30K Buy
+705
New +$27.5K ﹤0.01% 2846
2019
Q1 		– Sell
-4,500
Closed -$82K – 4671
2018
Q4 		$82K Buy
+4,500
New +$93.3K 0.01% 1162
2017
Q4 		– Sell
-7,429
Closed -$182K – 5814
2017
Q3 		$176K Sell
7,429
-2,696
-27% -$58.4K 0.01% 1260
2017
Q2 		$206K Sell
10,125
-675
-6% -$13.9K 0.01% 1257
2017
Q1 		$240K Buy
+10,800
New +$249K 0.01% 1063

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cutler Group's SF Position: Q1 2024 in Review

Cutler Group sold out of Stifel (SF) in Q1 2024, closing a stake of 1,952 shares — an estimated $96.1K sold.

Cutler Group first reported a position in SF in Q1 2017 and held it in 8 quarters. The position peaked at $240K in Q1 2017. 435 funds tracked by Wall St. Rank hold SF as of Q1 2024.

  • Cutler Group reported no remaining Stifel position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 1,952 Stifel shares in Q1 2024, an estimated $96.1K.
  • Cutler Group first reported a position in Stifel in Q1 2017 and held it in 8 quarters.
  • Cutler Group's Stifel position peaked at $240K in Q1 2017.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.