Stifel Financial
MVST icon

Stifel Financial’s Microvast MVST Stock Holding History

Stifel Financial’s Portfolio MVST Stock Details MVST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-140,000
Closed -$1.43M – 2951
2020
Q2 		$1.43M Hold
140,000
– – ﹤0.01% 1339
2020
Q1 		$1.4M Buy
140,000
+28,925
+26% +$288K ﹤0.01% 1235
2019
Q4 		$1.11M Buy
111,075
+33,026
+42% +$328K ﹤0.01% 1751
2019
Q3 		$765K Buy
78,049
+26,449
+51% +$262K ﹤0.01% 1928
2019
Q2 		$510K Buy
+51,600
New +$506K ﹤0.01% 2193

Other funds holding MVST

MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
CCA
Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return

Stifel Financial's MVST Position: Q3 2020 in Review

Stifel Financial sold out of Microvast (MVST) in Q3 2020, closing a stake of 140,000 shares — an estimated $1.43M sold.

Stifel Financial first reported a position in MVST in Q2 2019 and held it in 5 quarters. The position peaked at $1.43M in Q2 2020. 54 funds tracked by Wall St. Rank hold MVST as of Q3 2020.

  • Stifel Financial reported no remaining Microvast position as of Q3 2020 after selling out during the quarter.
  • Stifel Financial sold 140,000 Microvast shares in Q3 2020, an estimated $1.43M.
  • Stifel Financial first reported a position in Microvast in Q2 2019 and held it in 5 quarters.
  • Stifel Financial's Microvast position peaked at $1.43M in Q2 2020.
  • 54 funds tracked by Wall St. Rank held Microvast as of Q3 2020.

Based on Stifel Financial's 13F filing for Q3 2020, filed 16 Nov 2020.