Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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Stifel Financial’s
Simulations Plus
SLP
Stock Holding History
Stifel Financial’s Portfolio
SLP Stock Details
SLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-33,387
Closed
-$1.32M
–
3457
2021
Q3
$1.32M
Sell
33,387
-485
-1%
-$22.1K
﹤0.01%
1873
2021
Q2
$1.86M
Sell
33,872
-116
-0.3%
-$6.65K
﹤0.01%
1655
2021
Q1
$2.15M
Buy
33,988
+28,087
+476%
+$2.06M
﹤0.01%
1469
2020
Q4
$425K
Buy
+5,901
New
+$391K
﹤0.01%
2422
Other funds holding SLP
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
RIM
Ranger Investment Management
Dallas, Texas
$1.38B AUM
24.55%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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