San Francisco Sentry Investment Group’s Stifel SF Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	–	Sell	-338	Closed	-$14K	–	735
2021 Q1	$14K	Hold	338	–	–	0.01%	517
2020 Q4	$11K	Hold	338	–	–	0.01%	500
2020 Q3	$8K	Hold	338	–	–	﹤0.01%	502
2020 Q2	$7K	Sell	338 -40	-11%	-$804	﹤0.01%	512
2020 Q1	$7K	Buy	378 +40	+12%	+$1K	﹤0.01%	524
2019 Q4	$9K	Hold	338	–	–	﹤0.01%	576
2019 Q3	$9K	Hold	338	–	–	﹤0.01%	572
2019 Q2	$9K	Hold	338	–	–	﹤0.01%	564
2019 Q1	$8K	Hold	338	–	–	﹤0.01%	587
2018 Q4	$6K	Hold	338	–	–	﹤0.01%	620
2018 Q3	$8K	Hold	338	–	–	﹤0.01%	615
2018 Q2	$8K	Hold	338	–	–	﹤0.01%	586
2018 Q1	$9K	Buy	+338	New	+$9.58K	﹤0.01%	703

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

San Francisco Sentry Investment Group's SF Position: Q2 2021 in Review

San Francisco Sentry Investment Group sold out of Stifel (SF) in Q2 2021, closing a stake of 338 shares — an estimated $14K sold.

San Francisco Sentry Investment Group first reported a position in SF in Q1 2018 and held it in 13 quarters. The position peaked at $14K in Q1 2021. 342 funds tracked by Wall St. Rank hold SF as of Q2 2021.

San Francisco Sentry Investment Group reported no remaining Stifel position as of Q2 2021 after selling out during the quarter.
San Francisco Sentry Investment Group sold 338 Stifel shares in Q2 2021, an estimated $14K.
San Francisco Sentry Investment Group first reported a position in Stifel in Q1 2018 and held it in 13 quarters.
San Francisco Sentry Investment Group's Stifel position peaked at $14K in Q1 2021.
342 funds tracked by Wall St. Rank held Stifel as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.