NVWM LLC’s Stifel SF Stock Holding History

NVWM LLC’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	–	Sell	-23	Closed	-$1K	–	466
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	418
2022 Q2	$1K	Sell	23 -18,549	-100%	-$770K	﹤0.01%	450
2022 Q1	$841K	Sell	18,572 -253	-1%	-$12.1K	0.27%	137
2021 Q4	$883K	Buy	+18,825	New	+$914K	0.28%	133

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NVWM LLC's SF Position: Q4 2022 in Review

NVWM LLC sold out of Stifel (SF) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

NVWM LLC first reported a position in SF in Q4 2021 and held it in 4 quarters. The position peaked at $883K in Q4 2021. 362 funds tracked by Wall St. Rank hold SF as of Q4 2022.

NVWM LLC reported no remaining Stifel position as of Q4 2022 after selling out during the quarter.
NVWM LLC sold 23 Stifel shares in Q4 2022, an estimated $1K.
NVWM LLC first reported a position in Stifel in Q4 2021 and held it in 4 quarters.
NVWM LLC's Stifel position peaked at $883K in Q4 2021.
362 funds tracked by Wall St. Rank held Stifel as of Q4 2022.

Based on NVWM LLC's 13F filing for Q4 2022, filed 14 Feb 2023.