NICM
SF

Neo Ivy Capital Management’s Stifel SF Stock Holding History

Neo Ivy Capital Management’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
2022
Q4 		$213K Buy
5,481
+693
+14% +$27.4K 0.14% 226
2022
Q3 		$166K Buy
+4,788
New +$188K 0.44% 77
2022
Q2 		– Sell
-21
Closed – – 590
2022
Q1 		$0 Buy
+21
New +$1.01K ﹤0.01% 579
2021
Q2 		– Sell
-2,714
Closed -$116K – 595
2021
Q1 		$116K Sell
2,714
-11,937
-81% -$465K 0.13% 223
2020
Q4 		$493K Buy
+14,651
New +$435K 0.55% 56
2020
Q2 		– Sell
-4,441
Closed -$81K – 583
2020
Q1 		$81K Buy
+4,441
New +$111K 0.13% 244

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neo Ivy Capital Management's SF Position: Q4 2022 in Review

Neo Ivy Capital Management increased its Stifel (SF) stake by 14% in Q4 2022, buying an estimated $27.4K and bringing the position to 5,481 shares worth $213K. The position accounts for 0.14% of the portfolio, ranked #226.

Neo Ivy Capital Management first reported a position in SF in Q1 2020 and has held it in 6 quarters since. The position peaked at $493K in Q4 2020. 362 funds tracked by Wall St. Rank hold SF as of Q4 2022.

  • Neo Ivy Capital Management held 5,481 shares of Stifel worth $213K as of Q4 2022.
  • Neo Ivy Capital Management bought 693 Stifel shares in Q4 2022, an estimated $27.4K.
  • Stifel made up 0.14% of Neo Ivy Capital Management's portfolio in Q4 2022, its #226 holding.
  • Neo Ivy Capital Management first reported a position in Stifel in Q1 2020 and has held it in 6 quarters since.
  • Neo Ivy Capital Management's Stifel position peaked at $493K in Q4 2020.
  • 362 funds tracked by Wall St. Rank held Stifel as of Q4 2022.

Based on Neo Ivy Capital Management's 13F filing for Q4 2022, filed 27 Mar 2023.