Ontario Teachers' Pension Plan Board’s Stifel SF Stock Holding History

Ontario Teachers' Pension Plan Board’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
2023 Q4	–	Sell	-17,987	Closed	-$737K	–	547
2023 Q3	$737K	Buy	17,987 +9,581	+114%	+$404K	0.01%	403
2023 Q2	$334K	Buy	+8,406	New	+$328K	﹤0.01%	471
2021 Q2	–	Sell	-16,748	Closed	-$715K	–	497
2021 Q1	$715K	Sell	16,748 -37,695	-69%	-$1.47M	0.01%	220
2020 Q4	$1.83M	Buy	+54,443	New	+$1.62M	0.02%	90
2020 Q1	–	Sell	-31,390	Closed	-$846K	–	558
2019 Q4	$846K	Buy	+31,390	New	+$820K	0.02%	404

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Ontario Teachers' Pension Plan Board's SF Position: Q4 2023 in Review

Ontario Teachers' Pension Plan Board sold out of Stifel (SF) in Q4 2023, closing a stake of 17,987 shares — an estimated $737K sold.

Ontario Teachers' Pension Plan Board first reported a position in SF in Q4 2019 and held it in 5 quarters. The position peaked at $1.83M in Q4 2020. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

Ontario Teachers' Pension Plan Board reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
Ontario Teachers' Pension Plan Board sold 17,987 Stifel shares in Q4 2023, an estimated $737K.
Ontario Teachers' Pension Plan Board first reported a position in Stifel in Q4 2019 and held it in 5 quarters.
Ontario Teachers' Pension Plan Board's Stifel position peaked at $1.83M in Q4 2020.
378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q4 2023, filed 9 Feb 2024.