Stifel Financial
GROW icon

Stifel Financial’s US Global Investors GROW Stock Holding History

Stifel Financial’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,182
Closed -$45K – 3423
2021
Q4 		$45K Hold
10,182
– – ﹤0.01% 3317
2021
Q3 		$58K Buy
+10,182
New +$60.9K ﹤0.01% 3272

Other funds holding GROW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Stifel Financial's GROW Position: Q1 2022 in Review

Stifel Financial sold out of US Global Investors (GROW) in Q1 2022, closing a stake of 10,182 shares — an estimated $45K sold.

Stifel Financial first reported a position in GROW in Q3 2021 and held it in 2 quarters. The position peaked at $58K in Q3 2021. 43 funds tracked by Wall St. Rank hold GROW as of Q1 2022.

  • Stifel Financial reported no remaining US Global Investors position as of Q1 2022 after selling out during the quarter.
  • Stifel Financial sold 10,182 US Global Investors shares in Q1 2022, an estimated $45K.
  • Stifel Financial first reported a position in US Global Investors in Q3 2021 and held it in 2 quarters.
  • Stifel Financial's US Global Investors position peaked at $58K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held US Global Investors as of Q1 2022.

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