OC
SF

Oppenheimer & Co’s Stifel SF Stock Holding History

Oppenheimer & Co’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
-8,346
Closed -$522K – 1639
2024
Q3 		$522K Sell
8,346
-129
-2% -$7.36K 0.01% 1020
2024
Q2 		$475K Sell
8,475
-639
-7% -$33.9K 0.01% 1019
2024
Q1 		$475K Buy
9,114
+18
+0.2% +$886 0.01% 1009
2023
Q4 		$419K Sell
9,096
-219
-2% -$9.01K 0.01% 1024
2023
Q3 		$382K Sell
9,315
-482
-5% -$20.3K 0.01% 1046
2023
Q2 		$390K Sell
9,797
-303
-3% -$11.8K 0.01% 1062
2023
Q1 		$398K Sell
10,100
-1,014
-9% -$42.6K 0.01% 1027
2022
Q4 		$432K Buy
11,114
+1,716
+18% +$67.9K 0.01% 962
2022
Q3 		$325K Buy
9,398
+98
+1% +$3.86K 0.01% 1038
2022
Q2 		$347K Buy
9,300
+1,050
+13% +$43.6K 0.01% 1051
2022
Q1 		$373K Buy
+8,250
New +$396K 0.01% 1107

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
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

Oppenheimer & Co's SF Position: Q4 2024 in Review

Oppenheimer & Co sold out of Stifel (SF) in Q4 2024, closing a stake of 8,346 shares — an estimated $522K sold.

Oppenheimer & Co first reported a position in SF in Q1 2022 and held it in 11 quarters. The position peaked at $522K in Q3 2024. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • Oppenheimer & Co reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
  • Oppenheimer & Co sold 8,346 Stifel shares in Q4 2024, an estimated $522K.
  • Oppenheimer & Co first reported a position in Stifel in Q1 2022 and held it in 11 quarters.
  • Oppenheimer & Co's Stifel position peaked at $522K in Q3 2024.
  • 509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Oppenheimer & Co's 13F filing for Q4 2024, filed 5 Feb 2025.