QT
SF

Quantamental Technologies’s Stifel SF Stock Holding History

Quantamental Technologies’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
Q3 		– Sell
-10,506
Closed -$418K – 541
2023
Q2 		$418K Buy
10,506
+931
+10% +$36.3K 0.17% 193
2023
Q1 		$377K Buy
+9,575
New +$402K 0.2% 170
2019
Q3 		– Sell
-16,700
Closed -$438K – 1793
2019
Q2 		$438K Buy
16,700
+5,688
+52% +$145K 0.16% 180
2019
Q1 		$258K Buy
+11,012
New +$249K 0.12% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Quantamental Technologies's SF Position: Q3 2023 in Review

Quantamental Technologies sold out of Stifel (SF) in Q3 2023, closing a stake of 10,506 shares — an estimated $418K sold.

Quantamental Technologies first reported a position in SF in Q1 2019 and held it in 4 quarters. The position peaked at $438K in Q2 2019. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

  • Quantamental Technologies reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
  • Quantamental Technologies sold 10,506 Stifel shares in Q3 2023, an estimated $418K.
  • Quantamental Technologies first reported a position in Stifel in Q1 2019 and held it in 4 quarters.
  • Quantamental Technologies's Stifel position peaked at $438K in Q2 2019.
  • 365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Quantamental Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.