GH
SF

GAM Holding’s Stifel SF Stock Holding History

GAM Holding’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
2019
Q4 		– Sell
-17,714
Closed -$452K – 760
2019
Q3 		$452K Sell
17,714
-23,542
-57% -$591K 0.02% 605
2019
Q2 		$1.08M Buy
+41,256
New +$1.05M 0.04% 467
2018
Q2 		– Sell
-15,379
Closed -$405K – 955
2018
Q1 		$405K Buy
+15,379
New +$436K 0.01% 686
2017
Q3 		– Sell
-3,600
Closed -$74K – 867
2017
Q2 		$74K Hold
3,600
– – ﹤0.01% 1010
2017
Q1 		$80K Buy
+3,600
New +$82.9K ﹤0.01% 1016

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GAM Holding's SF Position: Q4 2019 in Review

GAM Holding sold out of Stifel (SF) in Q4 2019, closing a stake of 17,714 shares — an estimated $452K sold.

GAM Holding first reported a position in SF in Q1 2017 and held it in 5 quarters. The position peaked at $1.08M in Q2 2019. 286 funds tracked by Wall St. Rank hold SF as of Q4 2019.

  • GAM Holding reported no remaining Stifel position as of Q4 2019 after selling out during the quarter.
  • GAM Holding sold 17,714 Stifel shares in Q4 2019, an estimated $452K.
  • GAM Holding first reported a position in Stifel in Q1 2017 and held it in 5 quarters.
  • GAM Holding's Stifel position peaked at $1.08M in Q2 2019.
  • 286 funds tracked by Wall St. Rank held Stifel as of Q4 2019.

Based on GAM Holding's 13F filing for Q4 2019, filed 6 Feb 2020.