MFG
SF

Magnus Financial Group’s Stifel SF Stock Holding History

Magnus Financial 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
2021
Q1 		– Sell
-6,173
Closed -$208K – 340
2020
Q4 		$208K Buy
+6,173
New +$183K 0.02% 302
2020
Q3 		– Sell
-9,835
Closed -$207K – 580
2020
Q2 		$207K Sell
9,835
-1,514
-13% -$30.4K 0.02% 567
2020
Q1 		$208K Buy
11,349
+3,481
+44% +$87.2K 0.03% 451
2019
Q4 		$212K Hold
7,868
– – 0.03% 478
2019
Q3 		$201K Hold
7,868
– – 0.04% 453
2019
Q2 		$207K Buy
+7,868
New +$200K 0.04% 447

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Magnus Financial Group's SF Position: Q1 2021 in Review

Magnus Financial Group sold out of Stifel (SF) in Q1 2021, closing a stake of 6,173 shares — an estimated $208K sold.

Magnus Financial Group first reported a position in SF in Q2 2019 and held it in 6 quarters. The position peaked at $212K in Q4 2019. 305 funds tracked by Wall St. Rank hold SF as of Q1 2021.

  • Magnus Financial Group reported no remaining Stifel position as of Q1 2021 after selling out during the quarter.
  • Magnus Financial Group sold 6,173 Stifel shares in Q1 2021, an estimated $208K.
  • Magnus Financial Group first reported a position in Stifel in Q2 2019 and held it in 6 quarters.
  • Magnus Financial Group's Stifel position peaked at $212K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Stifel as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.