LMGAM
SF

Liberty Mutual Group Asset Management’s Stifel SF Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-32,063
Closed -$730K – 652
2018
Q3 		$730K Hold
32,063
– – 0.02% 560
2018
Q2 		$745K Buy
32,063
+1,722
+6% +$44.8K 0.02% 538
2018
Q1 		$799K Sell
30,341
-8,676
-22% -$246K 0.02% 484
2017
Q4 		$1.03M Sell
39,017
-1,267
-3% -$31K 0.03% 438
2017
Q3 		$957K Sell
40,284
-23,834
-37% -$516K 0.05% 472
2017
Q2 		$1.31M Sell
64,118
-5,859
-8% -$120K 0.05% 501
2017
Q1 		$1.56M Buy
69,977
+1,793
+3% +$41.3K 0.06% 450
2016
Q4 		$1.51M Buy
68,184
+1,640
+2% +$32.9K 0.05% 495
2016
Q3 		$1.14M Sell
66,544
-1,347
-2% -$21.6K 0.04% 617
2016
Q2 		$950K Buy
67,891
+5,868
+9% +$87.3K 0.03% 666
2016
Q1 		$818K Sell
62,023
-36,905
-37% -$524K 0.03% 690
2015
Q4 		$1.86M Buy
98,928
+32,411
+49% +$630K 0.07% 392
2015
Q3 		$1.25M Buy
66,517
+2,466
+4% +$55.8K 0.05% 788
2015
Q2 		$1.64M Buy
64,051
+13,422
+27% +$331K 0.06% 596
2015
Q1 		$1.25M Buy
+50,629
New +$1.17M 0.04% 800

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Liberty Mutual Group Asset Management's SF Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Stifel (SF) in Q4 2018, closing a stake of 32,063 shares — an estimated $730K sold.

Liberty Mutual Group Asset Management first reported a position in SF in Q1 2015 and held it in 15 quarters. The position peaked at $1.86M in Q4 2015. 258 funds tracked by Wall St. Rank hold SF as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Stifel position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 32,063 Stifel shares in Q4 2018, an estimated $730K.
  • Liberty Mutual Group Asset Management first reported a position in Stifel in Q1 2015 and held it in 15 quarters.
  • Liberty Mutual Group Asset Management's Stifel position peaked at $1.86M in Q4 2015.
  • 258 funds tracked by Wall St. Rank held Stifel as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.