Schroder Investment Management Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.46M | Sell |
62,101
-153,526
| -71% | -$12.2M | ﹤0.01% | 800 |
|
|
2025
Q4 | $18.2M | Buy |
215,627
+66,627
| +45% | +$5.32M | 0.01% | 529 |
|
|
2025
Q3 | $11.4M | Buy |
149,000
+3,609
| +2% | +$270K | 0.01% | 639 |
|
|
2025
Q2 | $10.1M | Buy |
145,391
+12,812
| +10% | +$787K | 0.01% | 635 |
|
|
2025
Q1 | $8.3M | Sell |
132,579
-41,217
| -24% | -$2.91M | 0.01% | 675 |
|
|
2024
Q4 | $12.3M | Sell |
173,796
-75,860
| -30% | -$5.42M | 0.01% | 613 |
|
|
2024
Q3 | $15.6M | Buy |
249,656
+14,471
| +6% | +$826K | 0.02% | 585 |
|
|
2024
Q2 | $13.2M | Buy |
235,185
+99,144
| +73% | +$5.25M | 0.01% | 581 |
|
|
2024
Q1 | $7.09M | Buy |
+136,041
| New | +$6.7M | 0.01% | 719 |
|
|
2023
Q4 | – | Sell |
-127,691
| Closed | -$5.23M | – | 1265 |
|
|
2023
Q3 | $5.23M | Sell |
127,691
-205,074
| -62% | -$8.64M | 0.01% | 743 |
|
|
2023
Q2 | $13.2M | Sell |
332,765
-366,721
| -52% | -$14.3M | 0.02% | 569 |
|
|
2023
Q1 | $27.6M | Buy |
699,486
+340,203
| +95% | +$14.3M | 0.04% | 405 |
|
|
2022
Q4 | $14M | Sell |
359,283
-18,648
| -5% | -$738K | 0.02% | 550 |
|
|
2022
Q3 | $13.1M | Sell |
377,931
-68,520
| -15% | -$2.7M | 0.02% | 544 |
|
|
2022
Q2 | $17.1M | Buy |
446,451
+173,889
| +64% | +$7.22M | 0.03% | 504 |
|
|
2022
Q1 | $12.6M | Buy |
272,562
+41,268
| +18% | +$1.98M | 0.02% | 618 |
|
|
2021
Q4 | $10.9M | Buy |
231,294
+212,374
| +1,122% | +$10.3M | 0.01% | 593 |
|
|
2021
Q3 | $857K | Buy |
18,920
+12,473
| +193% | +$556K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $279K | Buy |
+6,447
| New | +$289K | ﹤0.01% | 1292 |
|
|
2019
Q2 | – | Sell |
-22,500
| Closed | -$528K | – | 1241 |
|
|
2019
Q1 | $528K | Buy |
+22,500
| New | +$510K | ﹤0.01% | 995 |
|
|
2016
Q2 | – | Sell |
-931,491
| Closed | -$12.4M | – | 1205 |
|
|
2016
Q1 | $12.4M | Sell |
931,491
-222,300
| -19% | -$3.16M | 0.03% | 562 |
|
|
2015
Q4 | $21.7M | Buy |
1,153,791
+62,100
| +6% | +$1.21M | 0.04% | 444 |
|
|
2015
Q3 | $20.4M | Sell |
1,091,691
-8,775
| -0.8% | -$199K | 0.04% | 456 |
|
|
2015
Q2 | $27.9M | Buy |
1,100,466
+45,000
| +4% | +$1.11M | 0.05% | 404 |
|
|
2015
Q1 | $25.9M | Buy |
1,055,466
+210,825
| +25% | +$4.87M | 0.05% | 420 |
|
|
2014
Q4 | $19.2M | Sell |
844,641
-11,250
| -1% | -$238K | 0.04% | 497 |
|
|
2014
Q3 | $17.8M | Sell |
855,891
-6,525
| -0.8% | -$136K | 0.02% | 525 |
|
|
2014
Q2 | $18.1M | Buy |
862,416
+255,006
| +42% | +$5.25M | 0.02% | 515 |
|
|
2014
Q1 | $13.4M | Buy |
607,410
+85,950
| +16% | +$1.82M | 0.02% | 566 |
|
|
2013
Q4 | $11.1M | Sell |
521,460
-50,175
| -9% | -$963K | 0.01% | 619 |
|
|
2013
Q3 | $10.5M | Buy |
571,635
+51,750
| +10% | +$904K | 0.03% | 624 |
|
|
2013
Q2 | $8.24M | Buy |
+519,885
| New | +$7.87M | 0.02% | 625 |
|
Other funds holding SF
VPM
VCM
