SCA
SF

Southpoint Capital Advisors’s Stifel SF Stock Holding History

Southpoint Capital Advisors’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
2023
Q1 		– Sell
-900,000
Closed -$35M – 64
2022
Q4 		$35M Sell
900,000
-750,000
-45% -$29.7M 0.9% 28
2022
Q3 		$57.1M Sell
1,650,000
-150,000
-8% -$5.9M 1.54% 25
2022
Q2 		$67.2M Buy
1,800,000
+1,050,000
+140% +$43.6M 1.91% 19
2022
Q1 		$34M Buy
+750,000
New +$36M 0.66% 35

Other funds holding SF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Southpoint Capital Advisors's SF Position: Q1 2023 in Review

Southpoint Capital Advisors sold out of Stifel (SF) in Q1 2023, closing a stake of 900,000 shares — an estimated $35M sold.

Southpoint Capital Advisors first reported a position in SF in Q1 2022 and held it in 4 quarters. The position peaked at $67.2M in Q2 2022. 366 funds tracked by Wall St. Rank hold SF as of Q1 2023.

  • Southpoint Capital Advisors reported no remaining Stifel position as of Q1 2023 after selling out during the quarter.
  • Southpoint Capital Advisors sold 900,000 Stifel shares in Q1 2023, an estimated $35M.
  • Southpoint Capital Advisors first reported a position in Stifel in Q1 2022 and held it in 4 quarters.
  • Southpoint Capital Advisors's Stifel position peaked at $67.2M in Q2 2022.
  • 366 funds tracked by Wall St. Rank held Stifel as of Q1 2023.

Based on Southpoint Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.