MWNA
SF

Marshall Wace North America’s Stifel SF Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-6,054
Closed -$262K – 1685
2021
Q2 		$262K Buy
+6,054
New +$271K ﹤0.01% 1300
2020
Q3 		– Sell
-21,026
Closed -$442K – 1444
2020
Q2 		$442K Buy
+21,026
New +$422K ﹤0.01% 942
2020
Q1 		– Sell
-21,056
Closed -$568K – 1558
2019
Q4 		$568K Buy
+21,056
New +$550K ﹤0.01% 808
2019
Q1 		– Sell
-4,855
Closed -$89K – 1866
2018
Q4 		$89K Buy
+4,855
New +$101K ﹤0.01% 1108
2017
Q3 		– Sell
-15,824
Closed -$324K – 1470
2017
Q2 		$324K Buy
+15,824
New +$325K ﹤0.01% 1151

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marshall Wace North America's SF Position: Q3 2021 in Review

Marshall Wace North America sold out of Stifel (SF) in Q3 2021, closing a stake of 6,054 shares — an estimated $262K sold.

Marshall Wace North America first reported a position in SF in Q2 2017 and held it in 5 quarters. The position peaked at $568K in Q4 2019. 328 funds tracked by Wall St. Rank hold SF as of Q3 2021.

  • Marshall Wace North America reported no remaining Stifel position as of Q3 2021 after selling out during the quarter.
  • Marshall Wace North America sold 6,054 Stifel shares in Q3 2021, an estimated $262K.
  • Marshall Wace North America first reported a position in Stifel in Q2 2017 and held it in 5 quarters.
  • Marshall Wace North America's Stifel position peaked at $568K in Q4 2019.
  • 328 funds tracked by Wall St. Rank held Stifel as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.