Stifel Financial
III icon

Stifel Financial’s Information Services Group III Stock Holding History

Stifel Financial’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,665
Closed -$65K – 3345
2022
Q3 		$65K Sell
13,665
-14,537
-52% -$90.4K ﹤0.01% 3159
2022
Q2 		$191K Buy
28,202
+6,847
+32% +$43.1K ﹤0.01% 3017
2022
Q1 		$145K Sell
21,355
-3,209
-13% -$22.6K ﹤0.01% 3203
2021
Q4 		$187K Buy
24,564
+6,867
+39% +$55.3K ﹤0.01% 3172
2021
Q3 		$127K Buy
17,697
+361
+2% +$2.4K ﹤0.01% 3214
2021
Q2 		$101K Buy
17,336
+4,530
+35% +$23.5K ﹤0.01% 3237
2021
Q1 		$56K Buy
+12,806
New +$49.2K ﹤0.01% 3153

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's III Position: Q4 2022 in Review

Stifel Financial sold out of Information Services Group (III) in Q4 2022, closing a stake of 13,665 shares — an estimated $65K sold.

Stifel Financial first reported a position in III in Q1 2021 and held it in 7 quarters. The position peaked at $191K in Q2 2022. 104 funds tracked by Wall St. Rank hold III as of Q4 2022.

  • Stifel Financial reported no remaining Information Services Group position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 13,665 Information Services Group shares in Q4 2022, an estimated $65K.
  • Stifel Financial first reported a position in Information Services Group in Q1 2021 and held it in 7 quarters.
  • Stifel Financial's Information Services Group position peaked at $191K in Q2 2022.
  • 104 funds tracked by Wall St. Rank held Information Services Group as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.