Quilter Plc’s Stifel SF Stock Holding History

Quilter Plc’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 Q4	–	Sell	-1,031	Closed	-$685K	–	218
2023 Q3	$685K	Hold	1,031	–	–	﹤0.01%	183
2023 Q2	$682K	Hold	1,031	–	–	﹤0.01%	190
2023 Q1	$682K	Buy	+1,031	New	+$43.3K	﹤0.01%	180

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Quilter Plc's SF Position: Q4 2023 in Review

Quilter Plc sold out of Stifel (SF) in Q4 2023, closing a stake of 1,031 shares — an estimated $685K sold.

Quilter Plc first reported a position in SF in Q1 2023 and held it in 3 quarters. The position peaked at $685K in Q3 2023. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

Quilter Plc reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
Quilter Plc sold 1,031 Stifel shares in Q4 2023, an estimated $685K.
Quilter Plc first reported a position in Stifel in Q1 2023 and held it in 3 quarters.
Quilter Plc's Stifel position peaked at $685K in Q3 2023.
378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on Quilter Plc's 13F filing for Q4 2023, filed 24 Jan 2024.