NIG
SF

NFJ Investment Group’s Stifel SF Stock Holding History

NFJ Investment Group’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
Q3 		– Sell
-62,945
Closed -$3.53M – 293
2024
Q2 		$3.53M Sell
62,945
-6,369
-9% -$337K 0.11% 149
2024
Q1 		$3.61M Sell
69,314
-14,881
-18% -$733K 0.1% 155
2023
Q4 		$3.88M Sell
84,195
-12,027
-12% -$495K 0.11% 144
2023
Q3 		$3.94M Sell
96,222
-2
-0% -$84 0.11% 140
2023
Q2 		$3.83M Sell
96,224
-2,122
-2% -$82.8K 0.1% 172
2023
Q1 		$3.87M Buy
98,346
+19,476
+25% +$819K 0.1% 180
2022
Q4 		$3.07M Sell
78,870
-16,719
-17% -$661K 0.08% 218
2022
Q3 		$7.03M Buy
95,589
+13,606
+17% +$535K 0.18% 171
2022
Q2 		$3.06M Sell
81,983
-1,269
-2% -$52.7K 0.07% 234
2022
Q1 		$3.77M Sell
83,252
-138
-0.2% -$6.63K 0.08% 240
2021
Q4 		$3.92M Sell
83,390
-4,962
-6% -$241K 0.07% 250
2021
Q3 		$4M Sell
88,352
-9,762
-10% -$435K 0.08% 245
2021
Q2 		$4.24M Sell
98,114
-2,623
-3% -$118K 0.08% 248
2021
Q1 		$4.3M Buy
+100,737
New +$3.93M 0.09% 249

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NFJ Investment Group's SF Position: Q3 2024 in Review

NFJ Investment Group sold out of Stifel (SF) in Q3 2024, closing a stake of 62,945 shares — an estimated $3.53M sold.

NFJ Investment Group first reported a position in SF in Q1 2021 and held it in 14 quarters. The position peaked at $7.03M in Q3 2022. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • NFJ Investment Group reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • NFJ Investment Group sold 62,945 Stifel shares in Q3 2024, an estimated $3.53M.
  • NFJ Investment Group first reported a position in Stifel in Q1 2021 and held it in 14 quarters.
  • NFJ Investment Group's Stifel position peaked at $7.03M in Q3 2022.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on NFJ Investment Group's 13F filing for Q3 2024, filed 14 Nov 2024.