Stifel Financial’s Local Bounti LOCL Stock Holding History

Stifel Financial’s Portfolio LOCL Stock Details LOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-769	Closed	-$7.97K	–	3373
2023 Q1	$7.97K	Buy	+769	New	+$8.22K	﹤0.01%	3314

Other funds holding LOCL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's LOCL Position: Q2 2023 in Review

Stifel Financial sold out of Local Bounti (LOCL) in Q2 2023, closing a stake of 769 shares — an estimated $7.97K sold.

Stifel Financial first reported a position in LOCL in Q1 2023 and held it in 1 quarter. The position peaked at $7.97K in Q1 2023. 31 funds tracked by Wall St. Rank hold LOCL as of Q2 2023.

Stifel Financial reported no remaining Local Bounti position as of Q2 2023 after selling out during the quarter.
Stifel Financial sold 769 Local Bounti shares in Q2 2023, an estimated $7.97K.
Stifel Financial first reported a position in Local Bounti in Q1 2023 and held it in 1 quarter.
Stifel Financial's Local Bounti position peaked at $7.97K in Q1 2023.
31 funds tracked by Wall St. Rank held Local Bounti as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.