HH
SF

HWG Holdings’s Stifel SF Stock Holding History

HWG Holdings’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
2022
Q1 		$3K Buy
+72
New +$3.46K ﹤0.01% 128
2021
Q2 		$1.74M Buy
+40,170
New +$1.8M 0.75% 31

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

HWG Holdings's SF Position: Q1 2022 in Review

HWG Holdings opened a new position in Stifel (SF) in Q1 2022: 72 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #128 among its holdings. This is a return to the name: HWG Holdings previously reported a position in SF as recently as Q2 2021.

HWG Holdings first reported a position in SF in Q2 2021 and has held it in 2 quarters since. The position peaked at $1.74M in Q2 2021. 367 funds tracked by Wall St. Rank hold SF as of Q1 2022.

  • HWG Holdings held 72 shares of Stifel worth $3K as of Q1 2022.
  • Stifel was a new HWG Holdings position in Q1 2022.
  • Stifel made up ﹤0.01% of HWG Holdings's portfolio in Q1 2022, its #128 holding.
  • HWG Holdings first reported a position in Stifel in Q2 2021 and has held it in 2 quarters since.
  • HWG Holdings's Stifel position peaked at $1.74M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Stifel as of Q1 2022.

Based on HWG Holdings's 13F filing for Q1 2022, filed 26 Apr 2022.