LA
SF

Lee Ainslie’s Stifel SF Stock Holding History

Lee Ainslie’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
Q4 		– Sell
-6,044
Closed -$248K – 442
2023
Q3 		$248K Sell
6,044
-4,909
-45% -$207K 0.01% 250
2023
Q2 		$436K Sell
10,953
-579
-5% -$22.6K 0.01% 264
2023
Q1 		$454K Buy
11,532
+3,969
+52% +$167K 0.01% 302
2022
Q4 		$294K Buy
+7,563
New +$299K 0.01% 291
2022
Q1 		– Sell
-1,958
Closed -$92K – 357
2021
Q4 		$92K Buy
+1,958
New +$95.1K ﹤0.01% 226

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lee Ainslie's SF Position: Q4 2023 in Review

Lee Ainslie sold out of Stifel (SF) in Q4 2023, closing a stake of 6,044 shares — an estimated $248K sold.

Lee Ainslie first reported a position in SF in Q4 2021 and held it in 5 quarters. The position peaked at $454K in Q1 2023. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

  • Lee Ainslie reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
  • Lee Ainslie sold 6,044 Stifel shares in Q4 2023, an estimated $248K.
  • Lee Ainslie first reported a position in Stifel in Q4 2021 and held it in 5 quarters.
  • Lee Ainslie's Stifel position peaked at $454K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on Maverick Capital's 13F filing for Q4 2023, filed 14 Feb 2024.