OAM
SF

Origin Asset Management’s Stifel SF Stock Holding History

Origin Asset Management’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
-3,690
Closed -$231K – 10
2024
Q3 		$231K Hold
3,690
– – 0.11% 8
2024
Q2 		$207K Buy
+3,690
New +$196K 0.05% 8
2022
Q3 		– Sell
-8,295
Closed -$310K – 32
2022
Q2 		$310K Sell
8,295
-3,750
-31% -$156K 0.16% 9
2022
Q1 		$545K Buy
12,045
+6,211
+106% +$298K 0.18% 7
2021
Q4 		$273K Buy
+5,834
New +$283K 0.06% 32

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

Origin Asset Management's SF Position: Q4 2024 in Review

Origin Asset Management sold out of Stifel (SF) in Q4 2024, closing a stake of 3,690 shares — an estimated $231K sold.

Origin Asset Management first reported a position in SF in Q4 2021 and held it in 5 quarters. The position peaked at $545K in Q1 2022. 509 funds tracked by Wall St. Rank hold SF as of Q4 2024.

  • Origin Asset Management reported no remaining Stifel position as of Q4 2024 after selling out during the quarter.
  • Origin Asset Management sold 3,690 Stifel shares in Q4 2024, an estimated $231K.
  • Origin Asset Management first reported a position in Stifel in Q4 2021 and held it in 5 quarters.
  • Origin Asset Management's Stifel position peaked at $545K in Q1 2022.
  • 509 funds tracked by Wall St. Rank held Stifel as of Q4 2024.

Based on Origin Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.