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Moran Wealth Management’s SFL Corp SFL Stock Holding History

Moran Wealth Management’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,656
Closed -$233K – 429
2024
Q1 		$233K Buy
17,656
+1,731
+11% +$21.8K 0.01% 395
2023
Q4 		$180K Buy
15,925
+575
+4% +$6.4K 0.01% 406
2023
Q3 		$171K Buy
15,350
+2,155
+16% +$22.3K 0.01% 356
2023
Q2 		$123K Buy
13,195
+1,516
+13% +$13.7K ﹤0.01% 372
2023
Q1 		$111K Buy
+11,679
New +$115K ﹤0.01% 352

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Moran Wealth Management's SFL Position: Q2 2024 in Review

Moran Wealth Management sold out of SFL Corp (SFL) in Q2 2024, closing a stake of 17,656 shares — an estimated $233K sold.

Moran Wealth Management first reported a position in SFL in Q1 2023 and held it in 5 quarters. The position peaked at $233K in Q1 2024. 191 funds tracked by Wall St. Rank hold SFL as of Q2 2024.

  • Moran Wealth Management reported no remaining SFL Corp position as of Q2 2024 after selling out during the quarter.
  • Moran Wealth Management sold 17,656 SFL Corp shares in Q2 2024, an estimated $233K.
  • Moran Wealth Management first reported a position in SFL Corp in Q1 2023 and held it in 5 quarters.
  • Moran Wealth Management's SFL Corp position peaked at $233K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held SFL Corp as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.