LG
SF

Leuthold Group’s Stifel SF Stock Holding History

Leuthold Group’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
-8,504
Closed -$348K – 191
2023
Q3 		$348K Sell
8,504
-130
-2% -$5.47K 0.05% 155
2023
Q2 		$343K Hold
8,634
– – 0.04% 168
2023
Q1 		$340K Sell
8,634
-530
-6% -$22.3K 0.04% 164
2022
Q4 		$357K Sell
9,164
-59,413
-87% -$2.35M 0.05% 160
2022
Q3 		$2.37M Sell
68,577
-29,913
-30% -$1.18M 0.36% 107
2022
Q2 		$3.68M Sell
98,490
-35,219
-26% -$1.46M 0.52% 76
2022
Q1 		$6.05M Sell
133,709
-474
-0.4% -$22.8K 0.78% 43
2021
Q4 		$6.3M Sell
134,183
-3,124
-2% -$152K 0.74% 47
2021
Q3 		$6.22M Buy
137,307
+378
+0.3% +$16.9K 0.76% 42
2021
Q2 		$5.92M Sell
136,929
-2,574
-2% -$115K 0.73% 44
2021
Q1 		$5.96M Sell
139,503
-13,269
-9% -$517K 0.75% 39
2020
Q4 		$5.14M Sell
152,772
-6,879
-4% -$204K 0.68% 51
2020
Q3 		$3.59M Sell
159,651
-1,294
-0.8% -$28.9K 0.49% 71
2020
Q2 		$3.39M Buy
160,945
+149,812
+1,346% +$3.01M 0.51% 75
2020
Q1 		$204K Sell
11,133
-1,042
-9% -$26.1K 0.04% 139
2019
Q4 		$328K Sell
12,175
-2,875
-19% -$75.1K 0.04% 141
2019
Q3 		$384K Buy
+15,050
New +$378K 0.05% 145

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Leuthold Group's SF Position: Q4 2023 in Review

Leuthold Group sold out of Stifel (SF) in Q4 2023, closing a stake of 8,504 shares — an estimated $348K sold.

Leuthold Group first reported a position in SF in Q3 2019 and held it in 17 quarters. The position peaked at $6.3M in Q4 2021. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

  • Leuthold Group reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
  • Leuthold Group sold 8,504 Stifel shares in Q4 2023, an estimated $348K.
  • Leuthold Group first reported a position in Stifel in Q3 2019 and held it in 17 quarters.
  • Leuthold Group's Stifel position peaked at $6.3M in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on Leuthold Group's 13F filing for Q4 2023, filed 6 Feb 2024.