GFS
SF

GYL Financial Synergies’s Stifel SF Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$1.87M Sell
29,880
-597
-2% -$34.1K 0.14% 139
2024
Q2 		$1.71M Buy
30,477
+25,651
+532% +$1.36M 0.13% 138
2024
Q1 		$251K Buy
+4,826
New +$238K 0.02% 322

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GYL Financial Synergies's SF Position: Q3 2024 in Review

GYL Financial Synergies reduced its Stifel (SF) stake by 2% in Q3 2024, selling an estimated $34.1K and leaving 29,880 shares worth $1.87M. The position accounts for 0.14% of the portfolio, ranked #139.

GYL Financial Synergies first reported a position in SF in Q1 2024 and has held it in 3 quarters since. 444 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • GYL Financial Synergies held 29,880 shares of Stifel worth $1.87M as of Q3 2024.
  • GYL Financial Synergies sold 597 Stifel shares in Q3 2024, an estimated $34.1K.
  • Stifel made up 0.14% of GYL Financial Synergies's portfolio in Q3 2024, its #139 holding.
  • GYL Financial Synergies first reported a position in Stifel in Q1 2024 and has held it in 3 quarters since.
  • 444 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.