FIM
SF

Freedom Investment Management’s Stifel SF Stock Holding History

Freedom Investment 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 		– Sell
-7,778
Closed -$306K – 764
2023
Q1 		$306K Sell
7,778
-5,304
-41% -$223K 0.03% 546
2022
Q4 		$509K Sell
13,082
-6,577
-33% -$260K 0.06% 416
2022
Q3 		$680K Buy
19,659
+118
+0.6% +$4.64K 0.08% 326
2022
Q2 		$730K Buy
19,541
+14,721
+305% +$611K 0.08% 329
2022
Q1 		$218K Sell
4,820
-27
-0.6% -$1.3K 0.02% 712
2021
Q4 		$227K Buy
+4,847
New +$235K 0.02% 765

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

Freedom Investment Management's SF Position: Q2 2023 in Review

Freedom Investment Management sold out of Stifel (SF) in Q2 2023, closing a stake of 7,778 shares — an estimated $306K sold.

Freedom Investment Management first reported a position in SF in Q4 2021 and held it in 6 quarters. The position peaked at $730K in Q2 2022. 369 funds tracked by Wall St. Rank hold SF as of Q2 2023.

  • Freedom Investment Management reported no remaining Stifel position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 7,778 Stifel shares in Q2 2023, an estimated $306K.
  • Freedom Investment Management first reported a position in Stifel in Q4 2021 and held it in 6 quarters.
  • Freedom Investment Management's Stifel position peaked at $730K in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.