PFC
SF

Poplar Forest Capital’s Stifel SF Stock Holding History

Poplar Forest 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
Q3 		– Sell
-285,233
Closed -$16M – 56
2024
Q2 		$16M Buy
285,233
+8,285
+3% +$439K 2.23% 24
2024
Q1 		$14.4M Buy
276,948
+128,901
+87% +$6.35M 1.94% 25
2023
Q4 		$6.82M Sell
148,047
-54,888
-27% -$2.26M 0.99% 30
2023
Q3 		$8.31M Buy
+202,935
New +$8.55M 0.96% 29
2023
Q2 		– Sell
-19,716
Closed -$777K – 63
2023
Q1 		$777K Buy
+19,716
New +$829K 0.09% 48

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

Poplar Forest Capital's SF Position: Q3 2024 in Review

Poplar Forest Capital sold out of Stifel (SF) in Q3 2024, closing a stake of 285,233 shares — an estimated $16M sold.

Poplar Forest Capital first reported a position in SF in Q1 2023 and held it in 5 quarters. The position peaked at $16M in Q2 2024. 443 funds tracked by Wall St. Rank hold SF as of Q3 2024.

  • Poplar Forest Capital reported no remaining Stifel position as of Q3 2024 after selling out during the quarter.
  • Poplar Forest Capital sold 285,233 Stifel shares in Q3 2024, an estimated $16M.
  • Poplar Forest Capital first reported a position in Stifel in Q1 2023 and held it in 5 quarters.
  • Poplar Forest Capital's Stifel position peaked at $16M in Q2 2024.
  • 443 funds tracked by Wall St. Rank held Stifel as of Q3 2024.

Based on Poplar Forest Capital's 13F filing for Q3 2024, filed 31 Oct 2024.