Meitav Investment House’s Stifel SF Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-12,780	Closed	-$264K	–	430
2020 Q2	$264K	Sell	12,780 -11,970	-48%	-$241K	0.02%	329
2020 Q1	$462K	Buy	+24,750	New	+$620K	0.03%	237

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Meitav Investment House's SF Position: Q3 2020 in Review

Meitav Investment House sold out of Stifel (SF) in Q3 2020, closing a stake of 12,780 shares — an estimated $264K sold.

Meitav Investment House first reported a position in SF in Q1 2020 and held it in 2 quarters. The position peaked at $462K in Q1 2020. 277 funds tracked by Wall St. Rank hold SF as of Q3 2020.

Meitav Investment House reported no remaining Stifel position as of Q3 2020 after selling out during the quarter.
Meitav Investment House sold 12,780 Stifel shares in Q3 2020, an estimated $264K.
Meitav Investment House first reported a position in Stifel in Q1 2020 and held it in 2 quarters.
Meitav Investment House's Stifel position peaked at $462K in Q1 2020.
277 funds tracked by Wall St. Rank held Stifel as of Q3 2020.

Based on Meitav Investment House's 13F filing for Q3 2020, filed 5 Nov 2020.