Sierra Capital’s Stifel Financial Corp 5.20% Senior Notes due 2047 SFB Stock Holding History

Sierra Capital’s Portfolio SFB Stock Details SFB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-635	Closed	-$17K	–	874
2021 Q3	$17K	Hold	635	–	–	﹤0.01%	365
2021 Q2	$17K	Buy	+635	New	+$16.9K	﹤0.01%	348

Other funds holding SFB

ABLA

Alan B. Lancz & Associates Toledo, Ohio $103M AUM 31.99% 1-Year Est. Return

Sierra Capital's SFB Position: Q4 2021 in Review

Sierra Capital sold out of Stifel Financial Corp 5.20% Senior Notes due 2047 (SFB) in Q4 2021, closing a stake of 635 shares — an estimated $17K sold.

Sierra Capital first reported a position in SFB in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 1 fund tracked by Wall St. Rank holds SFB as of Q4 2021.

Sierra Capital reported no remaining Stifel Financial Corp 5.20% Senior Notes due 2047 position as of Q4 2021 after selling out during the quarter.
Sierra Capital sold 635 Stifel Financial Corp 5.20% Senior Notes due 2047 shares in Q4 2021, an estimated $17K.
Sierra Capital first reported a position in Stifel Financial Corp 5.20% Senior Notes due 2047 in Q2 2021 and held it in 2 quarters.
Sierra Capital's Stifel Financial Corp 5.20% Senior Notes due 2047 position peaked at $17K in Q3 2021.
1 fund tracked by Wall St. Rank held Stifel Financial Corp 5.20% Senior Notes due 2047 as of Q4 2021.

Based on Sierra Capital's 13F filing for Q4 2021, filed 10 Feb 2022.