Stifel Financial’s Markforged Holding Corporation MKFG Stock Holding History

Stifel Financial’s Portfolio MKFG Stock Details MKFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,850	Closed	-$97.2K	–	3440
2023 Q4	$97.2K	Sell	11,850 -3,094	-21%	-$27.1K	﹤0.01%	3171
2023 Q3	$217K	Buy	14,944 +3,518	+31%	+$49.6K	﹤0.01%	2951
2023 Q2	$138K	Sell	11,426 -299	-3%	-$2.82K	﹤0.01%	3121
2023 Q1	$112K	Sell	11,725 -169	-1%	-$2.1K	﹤0.01%	3163
2022 Q4	$138K	Sell	11,894 -13,193	-53%	-$201K	﹤0.01%	3077
2022 Q3	$497K	Buy	25,087 +12,766	+104%	+$295K	﹤0.01%	2437
2022 Q2	$228K	Sell	12,321 -730	-6%	-$21.3K	﹤0.01%	2907
2022 Q1	$521K	Sell	13,051 -431	-3%	-$18.9K	﹤0.01%	2558
2021 Q4	$724K	Buy	+13,482	New	+$858K	﹤0.01%	2360

Other funds holding MKFG

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial's MKFG Position: Q1 2024 in Review

Stifel Financial sold out of Markforged Holding Corporation (MKFG) in Q1 2024, closing a stake of 11,850 shares — an estimated $97.2K sold.

Stifel Financial first reported a position in MKFG in Q4 2021 and held it in 9 quarters. The position peaked at $724K in Q4 2021. 67 funds tracked by Wall St. Rank hold MKFG as of Q1 2024.

Stifel Financial reported no remaining Markforged Holding Corporation position as of Q1 2024 after selling out during the quarter.
Stifel Financial sold 11,850 Markforged Holding Corporation shares in Q1 2024, an estimated $97.2K.
Stifel Financial first reported a position in Markforged Holding Corporation in Q4 2021 and held it in 9 quarters.
Stifel Financial's Markforged Holding Corporation position peaked at $724K in Q4 2021.
67 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q1 2024.

Based on Stifel Financial's 13F filing for Q1 2024, filed 14 May 2024.