QCM
SF

Qsemble Capital Management’s Stifel SF Stock Holding History

Qsemble Capital 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
Q2 		– Sell
-7,514
Closed -$392K – 558
2024
Q1 		$392K Buy
+7,514
New +$370K 0.09% 304
2023
Q3 		– Sell
-6,000
Closed -$239K – 403
2023
Q2 		$239K Buy
+6,000
New +$234K 0.17% 177

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

Qsemble Capital Management's SF Position: Q2 2024 in Review

Qsemble Capital Management sold out of Stifel (SF) in Q2 2024, closing a stake of 7,514 shares — an estimated $392K sold.

Qsemble Capital Management first reported a position in SF in Q2 2023 and held it in 2 quarters. The position peaked at $392K in Q1 2024. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

  • Qsemble Capital Management reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
  • Qsemble Capital Management sold 7,514 Stifel shares in Q2 2024, an estimated $392K.
  • Qsemble Capital Management first reported a position in Stifel in Q2 2023 and held it in 2 quarters.
  • Qsemble Capital Management's Stifel position peaked at $392K in Q1 2024.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Qsemble Capital Management's 13F filing for Q2 2024, filed 7 Aug 2024.