DI
SF

Disciplined Investments’s Stifel SF Stock Holding History

Disciplined Investments’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
-38
Closed -$1.49K – 1293
2023
Q2 		$1.49K Sell
38
-4
-10% -$156 ﹤0.01% 785
2023
Q1 		$1.66K Buy
42
+3
+8% +$126 ﹤0.01% 748
2022
Q4 		$1.52K Sell
39
-6
-13% -$237 ﹤0.01% 725
2022
Q3 		$2K Buy
45
+15
+50% +$590 ﹤0.01% 718
2022
Q2 		$1K Sell
30
-5
-14% -$208 ﹤0.01% 1095
2022
Q1 		$2K Buy
+35
New +$1.68K ﹤0.01% 779

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

Disciplined Investments's SF Position: Q3 2023 in Review

Disciplined Investments sold out of Stifel (SF) in Q3 2023, closing a stake of 38 shares — an estimated $1.49K sold.

Disciplined Investments first reported a position in SF in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Disciplined Investments reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 38 Stifel shares in Q3 2023, an estimated $1.49K.
  • Disciplined Investments first reported a position in Stifel in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Stifel position peaked at $2K in Q3 2022.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.