Mercer Global Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.19M | Buy |
83,677
+25,339
| +43% | +$2.01M | 0.01% | 677 |
|
|
2025
Q4 | $4.87M | Buy |
58,338
+28,558
| +96% | +$2.28M | 0.01% | 727 |
|
|
2025
Q3 | $2.25M | Buy |
29,780
+12,908
| +77% | +$966K | ﹤0.01% | 986 |
|
|
2025
Q2 | $1.17M | Sell |
16,872
-4,500
| -21% | -$276K | ﹤0.01% | 1133 |
|
|
2025
Q1 | $1.34M | Buy |
21,372
+7,770
| +57% | +$548K | ﹤0.01% | 987 |
|
|
2024
Q4 | $962K | Sell |
13,602
-1,599
| -11% | -$114K | ﹤0.01% | 1136 |
|
|
2024
Q3 | $947K | Buy |
15,201
+27
| +0.2% | +$1.54K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $851K | Buy |
15,174
+426
| +3% | +$22.6K | ﹤0.01% | 1039 |
|
|
2024
Q1 | $769K | Sell |
14,748
-335
| -2% | -$16.5K | ﹤0.01% | 1072 |
|
|
2023
Q4 | $695K | Buy |
15,083
+1,184
| +9% | +$48.7K | ﹤0.01% | 1143 |
|
|
2023
Q3 | $569K | Buy |
13,899
+426
| +3% | +$17.9K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $536K | Sell |
13,473
-10,584
| -44% | -$413K | ﹤0.01% | 1200 |
|
|
2023
Q1 | $948K | Sell |
24,057
-9,585
| -28% | -$403K | ﹤0.01% | 934 |
|
|
2022
Q4 | $1.31M | Sell |
33,642
-1,985
| -6% | -$78.5K | 0.01% | 811 |
|
|
2022
Q3 | $1.23M | Buy |
35,627
+1,295
| +4% | +$51K | 0.01% | 767 |
|
|
2022
Q2 | $1.28M | Sell |
34,332
-1,907
| -5% | -$79.2K | 0.01% | 748 |
|
|
2022
Q1 | $1.64M | Buy |
36,239
+3,170
| +10% | +$152K | 0.01% | 709 |
|
|
2021
Q4 | $1.55M | Sell |
33,069
-2,144
| -6% | -$104K | 0.01% | 713 |
|
|
2021
Q3 | $1.59M | Buy |
35,213
+1,925
| +6% | +$85.8K | 0.01% | 691 |
|
|
2021
Q2 | $1.44M | Buy |
33,288
+165
| +0.5% | +$7.4K | 0.01% | 695 |
|
|
2021
Q1 | $1.42M | Sell |
33,123
-2,255
| -6% | -$87.9K | 0.01% | 657 |
|
|
2020
Q4 | $1.19M | Buy |
35,378
+15,551
| +78% | +$462K | 0.01% | 557 |
|
|
2020
Q3 | $446K | Buy |
19,827
+1,489
| +8% | +$33.2K | 0.01% | 816 |
|
|
2020
Q2 | $387K | Buy |
18,338
+3,157
| +21% | +$63.4K | 0.01% | 768 |
|
|
2020
Q1 | $279K | Buy |
15,181
+7,149
| +89% | +$179K | 0.01% | 834 |
|
|
2019
Q4 | $217K | Buy |
+8,032
| New | +$210K | ﹤0.01% | 1047 |
|
Other funds holding SF
VPM
VCM
