LTI
SF

Laffer Tengler Investments’s Stifel SF Stock Holding History

Laffer Tengler Investments’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
-1,160
Closed -$46.1K – 388
2023
Q2 		$46.1K Hold
1,160
– – 0.01% 315
2023
Q1 		$45.7K Hold
1,160
– – 0.01% 323
2022
Q4 		$45.1K Buy
+1,160
New +$45.9K 0.01% 317

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

Laffer Tengler Investments's SF Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Stifel (SF) in Q3 2023, closing a stake of 1,160 shares — an estimated $46.1K sold.

Laffer Tengler Investments first reported a position in SF in Q4 2022 and held it in 3 quarters. The position peaked at $46.1K in Q2 2023. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Laffer Tengler Investments reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,160 Stifel shares in Q3 2023, an estimated $46.1K.
  • Laffer Tengler Investments first reported a position in Stifel in Q4 2022 and held it in 3 quarters.
  • Laffer Tengler Investments's Stifel position peaked at $46.1K in Q2 2023.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.