KHCM
SF

Kettle Hill Capital Management’s Stifel SF Stock Holding History

Kettle Hill Capital 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
Q3 		– Sell
-169,385
Closed -$6.74M – 51
2023
Q2 		$6.74M Sell
169,385
-22,461
-12% -$876K 1.34% 30
2023
Q1 		$7.56M Buy
+191,846
New +$8.06M 1.74% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Kettle Hill Capital Management's SF Position: Q3 2023 in Review

Kettle Hill Capital Management sold out of Stifel (SF) in Q3 2023, closing a stake of 169,385 shares — an estimated $6.74M sold.

Kettle Hill Capital Management first reported a position in SF in Q1 2023 and held it in 2 quarters. The position peaked at $7.56M in Q1 2023. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Kettle Hill Capital Management reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • Kettle Hill Capital Management sold 169,385 Stifel shares in Q3 2023, an estimated $6.74M.
  • Kettle Hill Capital Management first reported a position in Stifel in Q1 2023 and held it in 2 quarters.
  • Kettle Hill Capital Management's Stifel position peaked at $7.56M in Q1 2023.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Kettle Hill Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.