RIM
SF

Redwood Investment Management’s Stifel SF Stock Holding History

Redwood Investment 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
-29,102
Closed -$1.52M – 373
2024
Q1 		$1.52M Buy
+29,102
New +$1.43M 0.14% 184

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

Redwood Investment Management's SF Position: Q2 2024 in Review

Redwood Investment Management sold out of Stifel (SF) in Q2 2024, closing a stake of 29,102 shares — an estimated $1.52M sold.

Redwood Investment Management first reported a position in SF in Q1 2024 and held it in 1 quarter. The position peaked at $1.52M in Q1 2024. 435 funds tracked by Wall St. Rank hold SF as of Q2 2024.

  • Redwood Investment Management reported no remaining Stifel position as of Q2 2024 after selling out during the quarter.
  • Redwood Investment Management sold 29,102 Stifel shares in Q2 2024, an estimated $1.52M.
  • Redwood Investment Management first reported a position in Stifel in Q1 2024 and held it in 1 quarter.
  • Redwood Investment Management's Stifel position peaked at $1.52M in Q1 2024.
  • 435 funds tracked by Wall St. Rank held Stifel as of Q2 2024.

Based on Redwood Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.