Stifel Financial’s Standard Lithium SLI Stock Holding History

Stifel Financial’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-59,435	Closed	-$96.5K	–	3531
2024 Q4	$96.5K	Sell	59,435 -800	-1%	-$1.47K	﹤0.01%	3247
2024 Q3	$93.4K	Hold	60,235	–	–	﹤0.01%	3251
2024 Q2	$74.7K	Hold	60,235	–	–	﹤0.01%	3245
2024 Q1	$69.8K	Hold	60,235	–	–	﹤0.01%	3233
2023 Q4	$118K	Hold	60,235	–	–	﹤0.01%	3143
2023 Q3	$158K	Hold	60,235	–	–	﹤0.01%	3044
2023 Q2	$266K	Hold	60,235	–	–	﹤0.01%	2900
2023 Q1	$222K	Sell	60,235 -300	-0.5%	-$1.17K	﹤0.01%	2990
2022 Q4	$179K	Buy	60,535 +300	+0.5%	+$1.16K	﹤0.01%	3006
2022 Q3	$269K	Sell	60,235 -7,000	-10%	-$36.7K	﹤0.01%	2793
2022 Q2	$283K	Buy	67,235 +54,785	+440%	+$324K	﹤0.01%	2788
2022 Q1	$110K	Buy	+12,450	New	+$84.3K	﹤0.01%	3248

Other funds holding SLI

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Stifel Financial's SLI Position: Q1 2025 in Review

Stifel Financial sold out of Standard Lithium (SLI) in Q1 2025, closing a stake of 59,435 shares — an estimated $96.5K sold.

Stifel Financial first reported a position in SLI in Q1 2022 and held it in 12 quarters. The position peaked at $283K in Q2 2022. 101 funds tracked by Wall St. Rank hold SLI as of Q1 2025.

Stifel Financial reported no remaining Standard Lithium position as of Q1 2025 after selling out during the quarter.
Stifel Financial sold 59,435 Standard Lithium shares in Q1 2025, an estimated $96.5K.
Stifel Financial first reported a position in Standard Lithium in Q1 2022 and held it in 12 quarters.
Stifel Financial's Standard Lithium position peaked at $283K in Q2 2022.
101 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.