IP
SF

Interval Partners’s Stifel SF Stock Holding History

Interval Partners’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
2026
Q1 		$2.25M Sell
30,411
-282,641
-90% -$22.4M 0.08% 198
2025
Q4 		$26.1M Buy
313,052
+191,907
+158% +$15.3M 0.61% 59
2025
Q3 		$9.16M Buy
121,145
+17,855
+17% +$1.34M 0.2% 144
2025
Q2 		$7.15M Buy
103,290
+87,327
+547% +$5.36M 0.16% 171
2025
Q1 		$1M Buy
+15,963
New +$1.13M 0.04% 312
2024
Q1 		– Sell
-181,772
Closed -$8.38M – 433
2023
Q4 		$8.38M Sell
181,772
-47,662
-21% -$1.96M 0.36% 123
2023
Q3 		$9.4M Buy
229,434
+157,426
+219% +$6.63M 0.39% 101
2023
Q2 		$2.86M Buy
72,008
+7,503
+12% +$293K 0.14% 170
2023
Q1 		$2.54M Sell
64,505
-25,224
-28% -$1.06M 0.14% 188
2022
Q4 		$3.49M Buy
+89,729
New +$3.55M 0.28% 120
2021
Q3 		– Hold
0
– – – 404
2021
Q2 		– Hold
0
– – – 377
2019
Q2 		– Sell
-131,042
Closed -$3.07M – 283
2019
Q1 		$3.07M Buy
+131,042
New +$2.97M 0.17% 136
2016
Q2 		– Sell
-305,296
Closed -$4.02M – 189
2016
Q1 		$4.02M Buy
+305,296
New +$4.34M 0.43% 80
2015
Q1 		– Sell
-51,329
Closed -$1.16M – 182
2014
Q4 		$1.16M Sell
51,329
-22,921
-31% -$485K 0.25% 98
2014
Q3 		$1.55M Buy
+74,250
New +$1.55M 0.44% 87

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return