Oak Ridge Investments’s Stifel SF Stock Holding History

Oak Ridge Investments’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
2020 Q1	–	Sell	-16,403	Closed	-$443K	–	187
2019 Q4	$443K	Sell	16,403 -1,233	-7%	-$32.2K	0.03%	169
2019 Q3	$450K	Buy	17,636 +5,261	+43%	+$132K	0.03%	167
2019 Q2	$325K	Sell	12,375 -16,061	-56%	-$409K	0.02%	167
2019 Q1	$667K	Sell	28,436 -12,824	-31%	-$290K	0.04%	152
2018 Q4	$760K	Sell	41,260 -13,500	-25%	-$280K	0.05%	144
2018 Q3	$1.25M	Sell	54,760 -39,742	-42%	-$957K	0.07%	135
2018 Q2	$2.19M	Sell	94,502 -11,250	-11%	-$293K	0.12%	127
2018 Q1	$2.78M	Sell	105,752 -31,500	-23%	-$893K	0.15%	124
2017 Q4	$3.63M	Sell	137,252 -101,250	-42%	-$2.48M	0.17%	111
2017 Q3	$5.67M	Sell	238,502 -528,750	-69%	-$11.5M	0.23%	104
2017 Q2	$15.7M	Sell	767,252 -168,750	-18%	-$3.46M	0.5%	71
2017 Q1	$20.9M	Sell	936,002 -77,857	-8%	-$1.79M	0.7%	60
2016 Q4	$22.5M	Sell	1,013,859 -225,000	-18%	-$4.52M	0.73%	49
2016 Q3	$21.2M	Sell	1,238,859 -495,000	-29%	-$7.95M	0.55%	61
2016 Q2	$24.2M	Buy	1,733,859 +1,170	+0.1%	+$17.4K	0.62%	53
2016 Q1	$22.8M	Buy	1,732,689 +16,434	+1%	+$233K	0.58%	55
2015 Q4	$32.3M	Sell	1,716,255 -11,439	-0.7%	-$222K	0.77%	45
2015 Q3	$32.3M	Buy	1,727,694 +11,439	+0.7%	+$259K	0.77%	46
2015 Q2	$44M	Buy	1,716,255 +84,375	+5%	+$2.08M	0.94%	42
2015 Q1	$40.4M	Hold	1,631,880	–	–	0.91%	40
2014 Q4	$37M	Sell	1,631,880 -78,750	-5%	-$1.67M	0.88%	44
2014 Q3	$35.6M	Hold	1,710,630	–	–	0.93%	42
2014 Q2	$36M	Hold	1,710,630	–	–	0.86%	46
2014 Q1	$37.8M	Buy	1,710,630 +45,000	+3%	+$955K	0.95%	44
2013 Q4	$35.5M	Hold	1,665,630	–	–	0.93%	44
2013 Q3	$30.5M	Hold	1,665,630	–	–	0.84%	47
2013 Q2	$26.4M	Buy	+1,665,630	New	+$25.2M	0.83%	48

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Oak Ridge Investments's SF Position: Q1 2020 in Review

Oak Ridge Investments sold out of Stifel (SF) in Q1 2020, closing a stake of 16,403 shares — an estimated $443K sold.

Oak Ridge Investments first reported a position in SF in Q2 2013 and held it in 27 quarters. The position peaked at $44M in Q2 2015. 267 funds tracked by Wall St. Rank hold SF as of Q1 2020.

Oak Ridge Investments reported no remaining Stifel position as of Q1 2020 after selling out during the quarter.
Oak Ridge Investments sold 16,403 Stifel shares in Q1 2020, an estimated $443K.
Oak Ridge Investments first reported a position in Stifel in Q2 2013 and held it in 27 quarters.
Oak Ridge Investments's Stifel position peaked at $44M in Q2 2015.
267 funds tracked by Wall St. Rank held Stifel as of Q1 2020.

Based on Oak Ridge Investments's 13F filing for Q1 2020, filed 13 May 2020.