Lion Street Advisors’s Stifel SF Stock Holding History

Lion Street Advisors’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
2020 Q2	–	Sell	-277	Closed	-$5K	–	338
2020 Q1	$5K	Buy	+277	New	+$6.94K	0.03%	255

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lion Street Advisors's SF Position: Q2 2020 in Review

Lion Street Advisors sold out of Stifel (SF) in Q2 2020, closing a stake of 277 shares — an estimated $5K sold.

Lion Street Advisors first reported a position in SF in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 271 funds tracked by Wall St. Rank hold SF as of Q2 2020.

Lion Street Advisors reported no remaining Stifel position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 277 Stifel shares in Q2 2020, an estimated $5K.
Lion Street Advisors first reported a position in Stifel in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Stifel position peaked at $5K in Q1 2020.
271 funds tracked by Wall St. Rank held Stifel as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.