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Shepherd Kaplan Krochuk’s SIFCO Industries SIF Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-22,767
Closed -$79K – 193
2018
Q4 		$79K Sell
22,767
-6,822
-23% -$30.6K 0.05% 167
2018
Q3 		$149K Buy
29,589
+4,593
+18% +$24K 0.08% 189
2018
Q2 		$134K Sell
24,996
-19,914
-44% -$112K 0.08% 183
2018
Q1 		$248K Sell
44,910
-15,229
-25% -$91.1K 0.15% 170
2017
Q4 		$400K Buy
60,139
+17,400
+41% +$118K 0.25% 115
2017
Q3 		$248K Buy
+42,739
New +$266K 0.21% 138
2016
Q4 		– Sell
-12,700
Closed -$126K – 331
2016
Q3 		$126K Buy
+12,700
New +$102K 0.03% 298

Other funds holding SIF

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Shepherd Kaplan Krochuk's SIF Position: Q1 2019 in Review

Shepherd Kaplan Krochuk sold out of SIFCO Industries (SIF) in Q1 2019, closing a stake of 22,767 shares — an estimated $79K sold.

Shepherd Kaplan Krochuk first reported a position in SIF in Q3 2016 and held it in 7 quarters. The position peaked at $400K in Q4 2017. 22 funds tracked by Wall St. Rank hold SIF as of Q1 2019.

  • Shepherd Kaplan Krochuk reported no remaining SIFCO Industries position as of Q1 2019 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 22,767 SIFCO Industries shares in Q1 2019, an estimated $79K.
  • Shepherd Kaplan Krochuk first reported a position in SIFCO Industries in Q3 2016 and held it in 7 quarters.
  • Shepherd Kaplan Krochuk's SIFCO Industries position peaked at $400K in Q4 2017.
  • 22 funds tracked by Wall St. Rank held SIFCO Industries as of Q1 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2019, filed 14 May 2019.