PRC
SF

Pearl River Capital’s Stifel SF Stock Holding History

Pearl River Capital’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
Q2 		– Sell
-5,865
Closed -$306K – 602
2024
Q1 		$306K Buy
+5,865
New +$289K 0.05% 386
2023
Q3 		– Sell
-10,992
Closed -$437K – 595
2023
Q2 		$437K Buy
+10,992
New +$429K 0.07% 340
2020
Q2 		– Sell
-225
Closed -$4K – 536
2020
Q1 		$4K Buy
+225
New +$5.64K 0.01% 431
2019
Q3 		– Sell
-1,739
Closed -$46K – 513
2019
Q2 		$46K Buy
+1,739
New +$44.3K 0.29% 130
2019
Q1 		– Sell
-812
Closed -$15K – 721
2018
Q4 		$15K Buy
+812
New +$16.8K 0.07% 405

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pearl River Capital's SF Position: Q2 2024 in Review

Pearl River Capital sold out of Stifel (SF) in Q2 2024, closing a stake of 5,865 shares — an estimated $306K sold.

Pearl River Capital first reported a position in SF in Q4 2018 and held it in 5 quarters. The position peaked at $437K in Q2 2023. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

  • Pearl River Capital reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
  • Pearl River Capital sold 5,865 Stifel shares in Q2 2024, an estimated $306K.
  • Pearl River Capital first reported a position in Stifel in Q4 2018 and held it in 5 quarters.
  • Pearl River Capital's Stifel position peaked at $437K in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Pearl River Capital's 13F filing for Q2 2024, filed 13 Aug 2024.