JIR
SF

James Investment Research’s Stifel SF Stock Holding History

James Investment Research’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
2020
Q2 		– Sell
-675
Closed -$12K – 484
2020
Q1 		$12K Sell
675
-58,421
-99% -$1.46M ﹤0.01% 379
2019
Q4 		$1.59M Buy
59,096
+16,875
+40% +$441K 0.11% 155
2019
Q3 		$1.08M Sell
42,221
-405
-1% -$10.2K 0.08% 177
2019
Q2 		$1.12M Sell
42,626
-20,925
-33% -$533K 0.08% 162
2019
Q1 		$1.49M Buy
63,551
+28,361
+81% +$642K 0.1% 161
2018
Q4 		$648K Sell
35,190
-81,236
-70% -$1.68M 0.04% 441
2018
Q3 		$2.65M Sell
116,426
-30,218
-21% -$727K 0.11% 179
2018
Q2 		$3.4M Buy
146,644
+61,538
+72% +$1.6M 0.13% 151
2018
Q1 		$2.24M Buy
85,106
+12,431
+17% +$352K 0.08% 245
2017
Q4 		$1.92M Sell
72,675
-9,056
-11% -$222K 0.07% 309
2017
Q3 		$1.94M Buy
+81,731
New +$1.77M 0.07% 260

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

James Investment Research's SF Position: Q2 2020 in Review

James Investment Research sold out of Stifel (SF) in Q2 2020, closing a stake of 675 shares — an estimated $12K sold.

James Investment Research first reported a position in SF in Q3 2017 and held it in 11 quarters. The position peaked at $3.4M in Q2 2018. 271 funds tracked by Wall St. Rank hold SF as of Q2 2020.

  • James Investment Research reported no remaining Stifel position as of Q2 2020 after selling out during the quarter.
  • James Investment Research sold 675 Stifel shares in Q2 2020, an estimated $12K.
  • James Investment Research first reported a position in Stifel in Q3 2017 and held it in 11 quarters.
  • James Investment Research's Stifel position peaked at $3.4M in Q2 2018.
  • 271 funds tracked by Wall St. Rank held Stifel as of Q2 2020.

Based on James Investment Research's 13F filing for Q2 2020, filed 24 Jul 2020.