JCIA
SF

Jackson Creek Investment Advisors’s Stifel SF Stock Holding History

Jackson Creek Investment Advisors’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
Q2 		– Sell
-35,589
Closed -$1.61M – 365
2022
Q1 		$1.61M Sell
35,589
-36
-0.1% -$1.73K 0.59% 10
2021
Q4 		$1.67M Sell
35,625
-1,847
-5% -$89.7K 0.6% 10
2021
Q3 		$1.7M Buy
37,472
+11,129
+42% +$496K 0.63% 11
2021
Q2 		$1.14M Sell
26,343
-16,925
-39% -$759K 0.42% 85
2021
Q1 		$1.85M Sell
43,268
-4,188
-9% -$163K 0.64% 8
2020
Q4 		$1.6M Sell
47,456
-143
-0.3% -$4.25K 0.63% 8
2020
Q3 		$1.07M Buy
+47,599
New +$1.06M 0.48% 25

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Creek Investment Advisors's SF Position: Q2 2022 in Review

Jackson Creek Investment Advisors sold out of Stifel (SF) in Q2 2022, closing a stake of 35,589 shares — an estimated $1.61M sold.

Jackson Creek Investment Advisors first reported a position in SF in Q3 2020 and held it in 7 quarters. The position peaked at $1.85M in Q1 2021. 352 funds tracked by Wall St. Rank hold SF as of Q2 2022.

  • Jackson Creek Investment Advisors reported no remaining Stifel position as of Q2 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 35,589 Stifel shares in Q2 2022, an estimated $1.61M.
  • Jackson Creek Investment Advisors first reported a position in Stifel in Q3 2020 and held it in 7 quarters.
  • Jackson Creek Investment Advisors's Stifel position peaked at $1.85M in Q1 2021.
  • 352 funds tracked by Wall St. Rank held Stifel as of Q2 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.