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
2019
Q3 		– Sell
-7,875
Closed -$1K – 4624
2019
Q2 		$1K Buy
+7,875
New +$200K ﹤0.01% 3971
2019
Q1 		– Sell
-675
Closed -$1K – 4672
2018
Q4 		$1K Buy
+675
New +$14K ﹤0.01% 3694
2018
Q2 		– Sell
-7,425
Closed -$14K – 4794
2018
Q1 		$14K Buy
+7,425
New +$210K ﹤0.01% 2544
2017
Q2 		– Sell
-675
Closed -$1K – 6996
2017
Q1 		$1K Buy
+675
New +$15.5K ﹤0.01% 5976

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.