Phase 2 Partners’s Stifel SF Stock Holding History

Phase 2 Partners’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
2022 Q4	–	Sell	-216,177	Closed	-$7.48M	–	23
2022 Q3	$7.48M	Buy	+216,177	New	+$8.51M	3.55%	16

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

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

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

Phase 2 Partners's SF Position: Q4 2022 in Review

Phase 2 Partners sold out of Stifel (SF) in Q4 2022, closing a stake of 216,177 shares — an estimated $7.48M sold.

Phase 2 Partners first reported a position in SF in Q3 2022 and held it in 1 quarter. The position peaked at $7.48M in Q3 2022. 362 funds tracked by Wall St. Rank hold SF as of Q4 2022.

Phase 2 Partners reported no remaining Stifel position as of Q4 2022 after selling out during the quarter.
Phase 2 Partners sold 216,177 Stifel shares in Q4 2022, an estimated $7.48M.
Phase 2 Partners first reported a position in Stifel in Q3 2022 and held it in 1 quarter.
Phase 2 Partners's Stifel position peaked at $7.48M in Q3 2022.
362 funds tracked by Wall St. Rank held Stifel as of Q4 2022.

Based on Phase 2 Partners's 13F filing for Q4 2022, filed 14 Feb 2023.