Rational Advisors’s Stifel SF Stock Holding History

Rational Advisors’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
2022 Q1	–	Sell	-20,226	Closed	-$950K	–	290
2021 Q4	$950K	Buy	20,226 +1,506	+8%	+$73.1K	0.06%	98
2021 Q3	$848K	Buy	+18,720	New	+$835K	0.07%	110

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Rational Advisors's SF Position: Q1 2022 in Review

Rational Advisors sold out of Stifel (SF) in Q1 2022, closing a stake of 20,226 shares — an estimated $950K sold.

Rational Advisors first reported a position in SF in Q3 2021 and held it in 2 quarters. The position peaked at $950K in Q4 2021. 367 funds tracked by Wall St. Rank hold SF as of Q1 2022.

Rational Advisors reported no remaining Stifel position as of Q1 2022 after selling out during the quarter.
Rational Advisors sold 20,226 Stifel shares in Q1 2022, an estimated $950K.
Rational Advisors first reported a position in Stifel in Q3 2021 and held it in 2 quarters.
Rational Advisors's Stifel position peaked at $950K in Q4 2021.
367 funds tracked by Wall St. Rank held Stifel as of Q1 2022.

Based on Rational Advisors's 13F filing for Q1 2022, filed 10 May 2022.