Stifel Financial
LFST icon

Stifel Financial’s Lifestance Health LFST Stock Holding History

Stifel Financial’s Portfolio LFST Stock Details LFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35,332
Closed -$247K – 3446
2024
Q3 		$247K Sell
35,332
-354
-1% -$2.13K ﹤0.01% 3052
2024
Q2 		$175K Buy
35,686
+14,862
+71% +$89.6K ﹤0.01% 3135
2024
Q1 		$128K Buy
20,824
+558
+3% +$3.76K ﹤0.01% 3161
2023
Q4 		$159K Sell
20,266
-4,877
-19% -$31.4K ﹤0.01% 3101
2023
Q3 		$173K Buy
+25,143
New +$204K ﹤0.01% 3019

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stifel Financial's LFST Position: Q4 2024 in Review

Stifel Financial sold out of Lifestance Health (LFST) in Q4 2024, closing a stake of 35,332 shares — an estimated $247K sold.

Stifel Financial first reported a position in LFST in Q3 2023 and held it in 5 quarters. The position peaked at $247K in Q3 2024. 153 funds tracked by Wall St. Rank hold LFST as of Q4 2024.

  • Stifel Financial reported no remaining Lifestance Health position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 35,332 Lifestance Health shares in Q4 2024, an estimated $247K.
  • Stifel Financial first reported a position in Lifestance Health in Q3 2023 and held it in 5 quarters.
  • Stifel Financial's Lifestance Health position peaked at $247K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.