JG
SF

Joel Greenblatt’s Stifel SF Stock Holding History

Joel Greenblatt’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
2021
Q4 		– Sell
-6,854
Closed -$311K – 1227
2021
Q3 		$311K Buy
6,854
+12
+0.2% +$535 0.01% 813
2021
Q2 		$296K Buy
6,842
+789
+13% +$35.4K 0.01% 847
2021
Q1 		$258K Buy
+6,053
New +$236K 0.01% 883
2018
Q1 		– Sell
-11,531
Closed -$305K – 1056
2017
Q4 		$305K Buy
+11,531
New +$282K ﹤0.01% 815
2013
Q4 		– Sell
-15,723
Closed -$288K – 1023
2013
Q3 		$288K Sell
15,723
-7,441
-32% -$130K 0.01% 796
2013
Q2 		$367K Buy
+23,164
New +$351K 0.02% 725

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Joel Greenblatt's SF Position: Q4 2021 in Review

Joel Greenblatt sold out of Stifel (SF) in Q4 2021, closing a stake of 6,854 shares — an estimated $311K sold.

Joel Greenblatt first reported a position in SF in Q2 2013 and held it in 6 quarters. The position peaked at $367K in Q2 2013. 348 funds tracked by Wall St. Rank hold SF as of Q4 2021.

  • Joel Greenblatt reported no remaining Stifel position as of Q4 2021 after selling out during the quarter.
  • Joel Greenblatt sold 6,854 Stifel shares in Q4 2021, an estimated $311K.
  • Joel Greenblatt first reported a position in Stifel in Q2 2013 and held it in 6 quarters.
  • Joel Greenblatt's Stifel position peaked at $367K in Q2 2013.
  • 348 funds tracked by Wall St. Rank held Stifel as of Q4 2021.

Based on Gotham Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.