Stifel Financial
SAIL

Stifel Financial’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Stifel Financial’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14,755
Closed -$925K – 3435
2022
Q2 		$925K Sell
14,755
-41,530
-74% -$2.56M ﹤0.01% 2056
2022
Q1 		$2.88M Sell
56,285
-5,416
-9% -$232K ﹤0.01% 1375
2021
Q4 		$2.98M Sell
61,701
-12,591
-17% -$617K ﹤0.01% 1364
2021
Q3 		$3.19M Buy
74,292
+17,693
+31% +$840K ﹤0.01% 1277
2021
Q2 		$2.89M Buy
56,599
+6,239
+12% +$300K ﹤0.01% 1361
2021
Q1 		$2.55M Buy
50,360
+24,974
+98% +$1.4M ﹤0.01% 1366
2020
Q4 		$1.35M Buy
25,386
+18,361
+261% +$861K ﹤0.01% 1634
2020
Q3 		$278K Buy
+7,025
New +$244K ﹤0.01% 2455
2018
Q4 		– Sell
-111,526
Closed -$3.8M – 2849
2018
Q3 		$3.8M Sell
111,526
-9,344
-8% -$272K 0.01% 948
2018
Q2 		$2.97M Buy
120,870
+11,724
+11% +$286K 0.01% 1021
2018
Q1 		$2.26M Buy
109,146
+7,516
+7% +$138K 0.01% 1097
2017
Q4 		$1.47M Buy
+101,630
New +$1.49M ﹤0.01% 1298

Other funds holding SAIL

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Stifel Financial's SAIL Position: Q3 2022 in Review

Stifel Financial sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q3 2022, closing a stake of 14,755 shares — an estimated $925K sold.

Stifel Financial first reported a position in SAIL in Q4 2017 and held it in 12 quarters. The position peaked at $3.8M in Q3 2018. 4 funds tracked by Wall St. Rank hold SAIL as of Q3 2022.

  • Stifel Financial reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 14,755 SailPoint Technologies Holdings, Inc. Common Stock shares in Q3 2022, an estimated $925K.
  • Stifel Financial first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2017 and held it in 12 quarters.
  • Stifel Financial's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $3.8M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.