Stifel Financial
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Stifel Financial’s RUM Group Inc RUM Stock Holding History

Stifel Financial’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12,423
Closed -$63.4K – 3407
2023
Q3 		$63.4K Sell
12,423
-867
-7% -$6.48K ﹤0.01% 3164
2023
Q2 		$119K Buy
13,290
+1,649
+14% +$15.5K ﹤0.01% 3149
2023
Q1 		$116K Sell
11,641
-3,150
-21% -$28.4K ﹤0.01% 3157
2022
Q4 		$88K Sell
14,791
-23,818
-62% -$228K ﹤0.01% 3149
2022
Q3 		$473K Buy
+38,609
New +$423K ﹤0.01% 2471

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 RUM Position: Q4 2023 in Review

Stifel Financial sold out of RUM Group Inc (RUM) in Q4 2023, closing a stake of 12,423 shares — an estimated $63.4K sold.

Stifel Financial first reported a position in RUM in Q3 2022 and held it in 5 quarters. The position peaked at $473K in Q3 2022. 138 funds tracked by Wall St. Rank hold RUM as of Q4 2023.

  • Stifel Financial reported no remaining RUM Group Inc position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 12,423 RUM Group Inc shares in Q4 2023, an estimated $63.4K.
  • Stifel Financial first reported a position in RUM Group Inc in Q3 2022 and held it in 5 quarters.
  • Stifel Financial's RUM Group Inc position peaked at $473K in Q3 2022.
  • 138 funds tracked by Wall St. Rank held RUM Group Inc as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.