DA
SF

Denali Advisors’s Stifel SF Stock Holding History

Denali Advisors’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
Q3 		– Sell
-95
Closed -$3.76K – 534
2023
Q2 		$3.76K Buy
95
+15
+19% +$585 ﹤0.01% 382
2023
Q1 		$3.13K Hold
80
– – ﹤0.01% 347
2022
Q4 		$3.09K Hold
80
– – ﹤0.01% 344
2022
Q3 		$3K Buy
+80
New +$3.15K ﹤0.01% 326
2022
Q2 		– Sell
-114
Closed -$5K – 412
2022
Q1 		$5K Hold
114
– – ﹤0.01% 339
2021
Q4 		$5K Hold
114
– – ﹤0.01% 341
2021
Q3 		$5K Buy
114
+39
+52% +$1.74K ﹤0.01% 245
2021
Q2 		$3K Buy
75
+24
+47% +$1.08K ﹤0.01% 245
2021
Q1 		$2K Hold
51
– – ﹤0.01% 339
2020
Q4 		$2K Buy
+51
New +$1.51K ﹤0.01% 364

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Denali Advisors's SF Position: Q3 2023 in Review

Denali Advisors sold out of Stifel (SF) in Q3 2023, closing a stake of 95 shares — an estimated $3.76K sold.

Denali Advisors first reported a position in SF in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Denali Advisors reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • Denali Advisors sold 95 Stifel shares in Q3 2023, an estimated $3.76K.
  • Denali Advisors first reported a position in Stifel in Q4 2020 and held it in 10 quarters.
  • Denali Advisors's Stifel position peaked at $5K in Q1 2022.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Denali Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.