EI
SF

Ellevest Inc’s Stifel SF Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-884
Closed -$34.8K – 1401
2023
Q1 		$34.8K Buy
884
+77
+10% +$3.24K ﹤0.01% 701
2022
Q4 		$31.4K Buy
807
+156
+24% +$6.17K ﹤0.01% 731
2022
Q3 		$23K Sell
651
-624
-49% -$24.6K ﹤0.01% 780
2022
Q2 		$48K Buy
1,275
+661
+108% +$27.4K ﹤0.01% 574
2022
Q1 		$28K Sell
614
-256
-29% -$12.3K ﹤0.01% 662
2021
Q4 		$41K Buy
870
+445
+105% +$21.6K ﹤0.01% 560
2021
Q3 		$19K Sell
425
-55
-11% -$2.45K ﹤0.01% 689
2021
Q2 		$21K Buy
480
+130
+37% +$5.83K ﹤0.01% 637
2021
Q1 		$15K Buy
350
+69
+25% +$2.69K ﹤0.01% 719
2020
Q4 		$9K Buy
281
+49
+21% +$1.46K ﹤0.01% 760
2020
Q3 		$5K Buy
232
+5
+2% +$112 ﹤0.01% 770
2020
Q2 		$5K Sell
227
-131
-37% -$2.63K ﹤0.01% 757
2020
Q1 		$7K Buy
358
+200
+127% +$5.01K ﹤0.01% 608
2019
Q4 		$4K Buy
+158
New +$4.13K ﹤0.01% 625

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ellevest Inc's SF Position: Q2 2023 in Review

Ellevest Inc sold out of Stifel (SF) in Q2 2023, closing a stake of 884 shares — an estimated $34.8K sold.

Ellevest Inc first reported a position in SF in Q4 2019 and held it in 14 quarters. The position peaked at $48K in Q2 2022. 369 funds tracked by Wall St. Rank hold SF as of Q2 2023.

  • Ellevest Inc reported no remaining Stifel position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 884 Stifel shares in Q2 2023, an estimated $34.8K.
  • Ellevest Inc first reported a position in Stifel in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Stifel position peaked at $48K in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.