LSV Asset Management
SFG

LSV Asset Management’s STANCORP FINL GRP SFG Stock Holding History

LSV Asset Management’s Portfolio SFG Stock Details SFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-826,764
Closed -$94.4M – 1039
2015
Q3 		$94.4M Sell
826,764
-617,780
-43% -$64.7M 0.21% 127
2015
Q2 		$109M Sell
1,444,544
-67,206
-4% -$4.95M 0.23% 125
2015
Q1 		$104M Sell
1,511,750
-34,194
-2% -$2.28M 0.22% 130
2014
Q4 		$108M Sell
1,545,944
-28,300
-2% -$1.89M 0.22% 121
2014
Q3 		$99.5M Sell
1,574,244
-37,900
-2% -$2.4M 0.22% 120
2014
Q2 		$103M Sell
1,612,144
-39,100
-2% -$2.43M 0.23% 116
2014
Q1 		$110M Sell
1,651,244
-32,796
-2% -$2.16M 0.26% 112
2013
Q4 		$112M Sell
1,684,040
-90,160
-5% -$5.56M 0.26% 106
2013
Q3 		$97.6M Sell
1,774,200
-28,370
-2% -$1.52M 0.25% 110
2013
Q2 		$89.1M Buy
+1,802,570
New +$79.7M 0.24% 113

Other funds holding SFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

LSV Asset Management's SFG Position: Q4 2015 in Review

LSV Asset Management sold out of STANCORP FINL GRP (SFG) in Q4 2015, closing a stake of 826,764 shares — an estimated $94.4M sold.

LSV Asset Management first reported a position in SFG in Q2 2013 and held it in 10 quarters. The position peaked at $112M in Q4 2013. 219 funds tracked by Wall St. Rank hold SFG as of Q4 2015.

  • LSV Asset Management reported no remaining STANCORP FINL GRP position as of Q4 2015 after selling out during the quarter.
  • LSV Asset Management sold 826,764 STANCORP FINL GRP shares in Q4 2015, an estimated $94.4M.
  • LSV Asset Management first reported a position in STANCORP FINL GRP in Q2 2013 and held it in 10 quarters.
  • LSV Asset Management's STANCORP FINL GRP position peaked at $112M in Q4 2013.
  • 219 funds tracked by Wall St. Rank held STANCORP FINL GRP as of Q4 2015.

Based on LSV Asset Management's 13F filing for Q4 2015, filed 3 Feb 2016.