IAIM
SF

Industrial Alliance Investment Management’s Stifel SF Stock Holding History

Industrial Alliance 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
-1,724
Closed -$68K – 442
2023
Q1 		$68K Buy
1,724
+477
+38% +$20.1K ﹤0.01% 496
2022
Q4 		$49K Buy
1,247
+951
+321% +$37.6K ﹤0.01% 408
2022
Q3 		$10K Buy
+296
New +$11.6K ﹤0.01% 414

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 $55.1B AUM 45.38% 1-Year Est. Return

Industrial Alliance Investment Management's SF Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Stifel (SF) in Q2 2023, closing a stake of 1,724 shares — an estimated $68K sold.

Industrial Alliance Investment Management first reported a position in SF in Q3 2022 and held it in 3 quarters. The position peaked at $68K in Q1 2023. 369 funds tracked by Wall St. Rank hold SF as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Stifel position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 1,724 Stifel shares in Q2 2023, an estimated $68K.
  • Industrial Alliance Investment Management first reported a position in Stifel in Q3 2022 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Stifel position peaked at $68K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

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