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 		$1K Buy
+300
New +$14.8K ﹤0.01% 2102
2021
Q4 		– Sell
-10,950
Closed -$65K – 5984
2021
Q3 		$65K Hold
10,950
– – ﹤0.01% 2287
2021
Q2 		$57K Buy
10,950
+10,200
+1,360% +$457K ﹤0.01% 2387
2021
Q1 		$12K Buy
+750
New +$29.2K ﹤0.01% 3668
2020
Q1 		– Sell
-6,975
Closed -$5K – 4574
2019
Q4 		$5K Sell
6,975
-23,175
-77% -$606K ﹤0.01% 3069
2019
Q3 		$4K Buy
30,150
+19,125
+173% +$480K ﹤0.01% 3198
2019
Q2 		$19K Buy
+11,025
New +$281K ﹤0.01% 2257
2018
Q2 		– Sell
-3,600
Closed -$7K – 4793
2018
Q1 		$7K Buy
3,600
+225
+7% +$6.38K ﹤0.01% 3067
2017
Q4 		$9K Sell
3,375
-2,250
-40% -$55.1K ﹤0.01% 3235
2017
Q3 		$6K Sell
5,625
-46,800
-89% -$1.01M ﹤0.01% 4254
2017
Q2 		$2K Sell
52,425
-76,950
-59% -$1.58M ﹤0.01% 5603
2017
Q1 		$59K Sell
129,375
-24,525
-16% -$565K ﹤0.01% 2231
2016
Q4 		$142K Buy
153,900
+142,875
+1,296% +$2.87M 0.01% 1590
2016
Q3 		$3K Sell
11,025
-9,225
-46% -$148K ﹤0.01% 5443
2016
Q2 		$15K Buy
20,250
+17,325
+592% +$258K ﹤0.01% 3685
2016
Q1 		$1K Buy
+2,925
New +$41.6K ﹤0.01% 6109

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.