LF
SF

Lee Financial’s Stifel SF Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-278
Closed -$12.8K – 696
2023
Q4 		$12.8K Hold
278
– – ﹤0.01% 388
2023
Q3 		$11.4K Hold
278
– – ﹤0.01% 393
2023
Q2 		$11K Buy
278
+83
+43% +$3.24K ﹤0.01% 392
2023
Q1 		$7.68K Buy
+195
New +$8.2K ﹤0.01% 462
2022
Q1 		– Sell
-42
Closed -$2K – 937
2021
Q4 		$2K Buy
+42
New +$2.04K ﹤0.01% 781

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lee Financial's SF Position: Q1 2024 in Review

Lee Financial sold out of Stifel (SF) in Q1 2024, closing a stake of 278 shares — an estimated $12.8K sold.

Lee Financial first reported a position in SF in Q4 2021 and held it in 5 quarters. The position peaked at $12.8K in Q4 2023. 435 funds tracked by Wall St. Rank hold SF as of Q1 2024.

  • Lee Financial reported no remaining Stifel position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 278 Stifel shares in Q1 2024, an estimated $12.8K.
  • Lee Financial first reported a position in Stifel in Q4 2021 and held it in 5 quarters.
  • Lee Financial's Stifel position peaked at $12.8K in Q4 2023.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.