Glassman Wealth Services’s SFL Corp SFL Stock Holding History

Glassman Wealth Services’s Portfolio SFL Stock Details SFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-78	Closed	-$880	–	1526
2023 Q4	$880	Hold	78	–	–	﹤0.01%	1581
2023 Q3	$870	Buy	78 +52	+200%	+$539	﹤0.01%	1594
2023 Q2	$243	Sell	26 -32	-55%	-$290	﹤0.01%	1773
2023 Q1	$551	Buy	58 +20	+53%	+$197	﹤0.01%	1597
2022 Q4	$350	Buy	38 +12	+46%	+$117	﹤0.01%	1693
2022 Q3	$0	Hold	26	–	–	﹤0.01%	1940
2022 Q2	$0	Hold	26	–	–	﹤0.01%	1958
2022 Q1	$0	Hold	26	–	–	﹤0.01%	1914
2021 Q4	$0	Hold	26	–	–	﹤0.01%	1877
2021 Q3	$0	Sell	26 -28	-52%	-$212	﹤0.01%	1784
2021 Q2	$0	Hold	54	–	–	﹤0.01%	1624
2021 Q1	$0	Buy	+54	New	+$400	﹤0.01%	1611
2020 Q2	–	Sell	-97	Closed	-$1K	–	1498
2020 Q1	$1K	Buy	97 +18	+23%	+$223	﹤0.01%	978
2019 Q4	$1K	Hold	79	–	–	﹤0.01%	1023
2019 Q3	$1K	Hold	79	–	–	﹤0.01%	911
2019 Q2	$1K	Buy	79 +2	+3%	+$25	﹤0.01%	924
2019 Q1	$1K	Buy	+77	New	+$931	﹤0.01%	879
2018 Q2	–	Sell	-14	Closed	–	–	937
2018 Q1	$0	Buy	+14	New	+$210	﹤0.01%	901

Other funds holding SFL

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return