NYLIM
SF

New York Life Investment Management’s Stifel SF Stock Holding History

New York Life Investment 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
2024
Q4 		– Sell
-17,031
Closed -$1.07M – 865
2024
Q3 		$1.07M Sell
17,031
-977
-5% -$55.7K 0.01% 685
2024
Q2 		$1.01M Buy
+18,008
New +$954K 0.01% 677

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

New York Life Investment Management's SF Position: Q4 2024 in Review

New York Life Investment Management sold out of Stifel (SF) in Q4 2024, closing a stake of 17,031 shares — an estimated $1.07M sold.

New York Life Investment Management first reported a position in SF in Q2 2024 and held it in 2 quarters. The position peaked at $1.07M in Q3 2024. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • New York Life Investment Management reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
  • New York Life Investment Management sold 17,031 Stifel shares in Q4 2024, an estimated $1.07M.
  • New York Life Investment Management first reported a position in Stifel in Q2 2024 and held it in 2 quarters.
  • New York Life Investment Management's Stifel position peaked at $1.07M in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on New York Life Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.