Mitsubishi UFJ Trust & Banking’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
$324K Sell
4,385
-8,455
-66% -$671K ﹤0.01% 1031
2025
Q4
$1.07M Buy
12,840
+3,570
+39% +$285K ﹤0.01% 883
2025
Q3
$701K Buy
+9,270
New +$694K ﹤0.01% 939
2025
Q2
Sell
-5,111
Closed -$321K 1110
2025
Q1
$321K Sell
5,111
-877
-15% -$61.8K ﹤0.01% 971
2024
Q4
$423K Buy
+5,988
New +$428K ﹤0.01% 952
2024
Q3
Sell
-864
Closed -$48.5K 1116
2024
Q2
$48.5K Buy
864
+226
+35% +$12K ﹤0.01% 1061
2024
Q1
$32.8K Buy
+638
New +$31.4K ﹤0.01% 1060
2022
Q2
Sell
-9,740
Closed -$441K 1297
2022
Q1
$441K Sell
9,740
-1,500
-13% -$72K ﹤0.01% 1079
2021
Q4
$528K Sell
11,240
-1,062
-9% -$51.6K ﹤0.01% 1071
2021
Q3
$557K Hold
12,302
﹤0.01% 1060
2021
Q2
$526K Sell
12,302
-703
-5% -$31.5K ﹤0.01% 1096
2021
Q1
$437K Sell
13,005
-3,870
-23% -$151K ﹤0.01% 1066
2020
Q4
$568K Sell
16,875
-4,725
-22% -$140K ﹤0.01% 1056
2020
Q3
$485K Hold
21,600
﹤0.01% 1025
2020
Q2
$455K Hold
21,600
﹤0.01% 1004
2020
Q1
$396K Hold
21,600
﹤0.01% 984
2019
Q4
$582K Sell
21,600
-1,125
-5% -$29.4K ﹤0.01% 1014
2019
Q3
$580K Buy
+22,725
New +$571K ﹤0.01% 994

Other funds holding SF