Stifel Financial
ME

Stifel Financial’s 23andMe Holding Co ME Stock Holding History

Stifel Financial’s Portfolio ME Stock Details ME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,778
Closed -$12.4K – 3515
2024
Q3 		$12.4K Buy
1,778
+84
+5% +$626 ﹤0.01% 3352
2024
Q2 		$13.3K Buy
1,694
+56
+3% +$536 ﹤0.01% 3341
2024
Q1 		$17.4K Buy
1,638
+74
+5% +$952 ﹤0.01% 3310
2023
Q4 		$28.6K Sell
1,564
-400
-20% -$6.92K ﹤0.01% 3250
2023
Q3 		$38.4K Buy
1,964
+275
+16% +$7.71K ﹤0.01% 3201
2023
Q2 		$59.1K Buy
1,689
+95
+6% +$3.78K ﹤0.01% 3224
2023
Q1 		$72.7K Sell
1,594
-45
-3% -$2.17K ﹤0.01% 3210
2022
Q4 		$70.8K Buy
1,639
+365
+29% +$21.3K ﹤0.01% 3162
2022
Q3 		$73K Sell
1,274
-1,285
-50% -$84.1K ﹤0.01% 3148
2022
Q2 		$127K Sell
2,559
-706
-22% -$40.9K ﹤0.01% 3119
2022
Q1 		$250K Buy
3,265
+1,625
+99% +$148K ﹤0.01% 2989
2021
Q4 		$218K Buy
1,640
+289
+21% +$53.4K ﹤0.01% 3105
2021
Q3 		$245K Buy
+1,351
New +$240K ﹤0.01% 3026

Other funds holding ME

NCPI
NewView Capital Partners I Burlingame, California $28M AUM 10.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's ME Position: Q4 2024 in Review

Stifel Financial sold out of 23andMe Holding Co (ME) in Q4 2024, closing a stake of 1,778 shares — an estimated $12.4K sold.

Stifel Financial first reported a position in ME in Q3 2021 and held it in 13 quarters. The position peaked at $250K in Q1 2022. 66 funds tracked by Wall St. Rank hold ME as of Q4 2024.

  • Stifel Financial reported no remaining 23andMe Holding Co position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 1,778 23andMe Holding Co shares in Q4 2024, an estimated $12.4K.
  • Stifel Financial first reported a position in 23andMe Holding Co in Q3 2021 and held it in 13 quarters.
  • Stifel Financial's 23andMe Holding Co position peaked at $250K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held 23andMe Holding Co as of Q4 2024.

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