Endurance Wealth Management’s Stifel SF Stock Holding History

Endurance Wealth Management’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	$6.97M	Buy	175,308 +5,904	+3%	+$230K	0.95%	29
2023 Q1	$6.67M	Buy	169,404 +2,944	+2%	+$124K	0.95%	30
2022 Q4	$6.48M	Buy	166,460 +3,383	+2%	+$134K	0.98%	31
2022 Q3	$5.64M	Buy	163,077 +5,139	+3%	+$202K	0.93%	30
2022 Q2	$5.9M	Buy	157,938 +2,656	+2%	+$110K	0.9%	35
2022 Q1	$7.03M	Buy	155,282 +8,180	+6%	+$393K	0.91%	31
2021 Q4	$6.91M	Sell	147,102 -16,817	-10%	-$817K	0.74%	39
2021 Q3	$7.43M	Sell	163,919 -147	-0.1%	-$6.55K	0.83%	34
2021 Q2	$7.09M	Buy	164,066 +3,137	+2%	+$141K	0.79%	37
2021 Q1	$6.87M	Buy	160,929 +23,377	+17%	+$911K	0.81%	37
2020 Q4	$4.63M	Buy	137,552 +30,227	+28%	+$897K	0.58%	49
2020 Q3	$2.41M	Buy	107,325 +19,800	+23%	+$442K	0.36%	68
2020 Q2	$1.84M	Buy	+87,525	New	+$1.76M	0.3%	74

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Endurance Wealth Management's SF Position: Q2 2023 in Review

Endurance Wealth Management increased its Stifel (SF) stake by 3.5% in Q2 2023, buying an estimated $230K and bringing the position to 175,308 shares worth $6.97M. The position accounts for 0.95% of the portfolio, ranked #29.

Endurance Wealth Management first reported a position in SF in Q2 2020 and has held it in 13 quarters since. The position peaked at $7.43M in Q3 2021. 367 funds tracked by Wall St. Rank hold SF as of Q2 2023.

Endurance Wealth Management held 175,308 shares of Stifel worth $6.97M as of Q2 2023.
Endurance Wealth Management bought 5,904 Stifel shares in Q2 2023, an estimated $230K.
Stifel made up 0.95% of Endurance Wealth Management's portfolio in Q2 2023, its #29 holding.
Endurance Wealth Management first reported a position in Stifel in Q2 2020 and has held it in 13 quarters since.
Endurance Wealth Management's Stifel position peaked at $7.43M in Q3 2021.
367 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.