Stifel Financial
CDLX icon

Stifel Financial’s Cardlytics CDLX Stock Holding History

Stifel Financial’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,618
Closed -$1.07M – 3383
2021
Q4 		$1.07M Sell
1,618
-545
-25% -$417K ﹤0.01% 2074
2021
Q3 		$1.82M Buy
2,163
+1,596
+281% +$1.62M ﹤0.01% 1645
2021
Q2 		$720K Buy
567
+100
+21% +$113K ﹤0.01% 2349
2021
Q1 		$512K Sell
467
-23
-5% -$30.4K ﹤0.01% 2471
2020
Q4 		$699K Sell
490
-180
-27% -$192K ﹤0.01% 2104
2020
Q3 		$473K Sell
670
-32
-5% -$23.3K ﹤0.01% 2125
2020
Q2 		$491K Buy
+702
New +$405K ﹤0.01% 2052
2020
Q1 		– Sell
-3,525
Closed -$2.21M – 2850
2019
Q4 		$2.21M Buy
3,525
+471
+15% +$230K ﹤0.01% 1273
2019
Q3 		$1.02M Buy
+3,054
New +$979K ﹤0.01% 1738

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JCM
JS Capital Management New York $109M AUM 34.13% 1-Year Est. Return

Stifel Financial's CDLX Position: Q1 2022 in Review

Stifel Financial sold out of Cardlytics (CDLX) in Q1 2022, closing a stake of 1,618 shares — an estimated $1.07M sold.

Stifel Financial first reported a position in CDLX in Q3 2019 and held it in 9 quarters. The position peaked at $2.21M in Q4 2019. 153 funds tracked by Wall St. Rank hold CDLX as of Q1 2022.

  • Stifel Financial reported no remaining Cardlytics position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 1,618 Cardlytics shares in Q1 2022, an estimated $1.07M.
  • Stifel Financial first reported a position in Cardlytics in Q3 2019 and held it in 9 quarters.
  • Stifel Financial's Cardlytics position peaked at $2.21M in Q4 2019.
  • 153 funds tracked by Wall St. Rank held Cardlytics as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.