LIA
SF

LS Investment Advisors’s Stifel SF Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-6,320
Closed -$270K – 633
2021
Q1 		$270K Sell
6,320
-1,579
-20% -$61.5K 0.02% 625
2020
Q4 		$266K Buy
+7,899
New +$235K 0.01% 677
2020
Q3 		– Sell
-7,902
Closed -$167K – 1337
2020
Q2 		$167K Buy
7,902
+398
+5% +$8K 0.01% 806
2020
Q1 		$138K Hold
7,504
– – 0.01% 771
2019
Q4 		$202K Sell
7,504
-128
-2% -$3.35K 0.01% 806
2019
Q3 		$195K Sell
7,632
-324
-4% -$8.14K 0.01% 790
2019
Q2 		$209K Sell
7,956
-846
-10% -$21.5K 0.01% 757
2019
Q1 		$206K Buy
8,802
+27
+0.3% +$612 0.01% 783
2018
Q4 		$162K Sell
8,775
-103
-1% -$2.13K 0.01% 834
2018
Q3 		$202K Sell
8,878
-342
-4% -$8.23K 0.01% 847
2018
Q2 		$214K Sell
9,220
-84
-0.9% -$2.19K 0.01% 833
2018
Q1 		$245K Sell
9,304
-213
-2% -$6.04K 0.01% 767
2017
Q4 		$252K Sell
9,517
-2,298
-19% -$56.2K 0.01% 777
2017
Q3 		$281K Sell
11,815
-265
-2% -$5.74K 0.02% 791
2017
Q2 		$247K Buy
12,080
+1,721
+17% +$35.3K 0.02% 813
2017
Q1 		$231K Buy
10,359
+187
+2% +$4.31K 0.01% 792
2016
Q4 		$226K Buy
10,172
+652
+7% +$13.1K 0.02% 755
2016
Q3 		$163K Buy
9,520
+513
+6% +$8.24K 0.01% 851
2016
Q2 		$126K Buy
9,007
+3,654
+68% +$54.3K 0.01% 930
2016
Q1 		$70K Buy
5,353
+331
+7% +$4.7K 0.01% 1019
2015
Q4 		$95K Hold
5,022
– – 0.01% 881
2015
Q3 		$94K Buy
5,022
+194
+4% +$4.39K 0.01% 869
2015
Q2 		$124K Buy
+4,828
New +$119K 0.01% 805

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LS Investment Advisors's SF Position: Q2 2021 in Review

LS Investment Advisors sold out of Stifel (SF) in Q2 2021, closing a stake of 6,320 shares — an estimated $270K sold.

LS Investment Advisors first reported a position in SF in Q2 2015 and held it in 23 quarters. The position peaked at $281K in Q3 2017. 342 funds tracked by Wall St. Rank hold SF as of Q2 2021.

  • LS Investment Advisors reported no remaining Stifel position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 6,320 Stifel shares in Q2 2021, an estimated $270K.
  • LS Investment Advisors first reported a position in Stifel in Q2 2015 and held it in 23 quarters.
  • LS Investment Advisors's Stifel position peaked at $281K in Q3 2017.
  • 342 funds tracked by Wall St. Rank held Stifel as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.