PAMS
SF

Pictet Asset Management (Switzerland)’s Stifel SF Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$747K Hold
18,770
– – ﹤0.01% 1068
2023
Q1 		$739K Hold
18,770
– – ﹤0.01% 1077
2022
Q4 		$730K Buy
18,770
+8,106
+76% +$321K ﹤0.01% 1097
2022
Q3 		$369K Hold
10,664
– – ﹤0.01% 1167
2022
Q2 		$398K Hold
10,664
– – ﹤0.01% 1171
2022
Q1 		$483K Hold
10,664
– – ﹤0.01% 1176
2021
Q4 		$501K Hold
10,664
– – ﹤0.01% 1202
2021
Q3 		$483K Buy
+10,664
New +$475K ﹤0.01% 1213

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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s SF Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) held its Stifel (SF) position steady in Q2 2023 at 18,770 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Pictet Asset Management (Switzerland) first reported a position in SF in Q3 2021 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold SF as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 18,770 shares of Stifel worth $747K as of Q2 2023.
  • Pictet Asset Management (Switzerland) left its Stifel share count unchanged in Q2 2023.
  • Stifel made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1068 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Stifel in Q3 2021 and has held it in 8 quarters since.
  • 369 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.