Stifel Financial
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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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Stifel Financial's SLP Position: Q4 2021 in Review

Stifel Financial sold out of Simulations Plus (SLP) in Q4 2021, closing a stake of 33,387 shares — an estimated $1.32M sold.

Stifel Financial first reported a position in SLP in Q4 2020 and held it in 4 quarters. The position peaked at $2.15M in Q1 2021. 153 funds tracked by Wall St. Rank hold SLP as of Q4 2021.

  • Stifel Financial reported no remaining Simulations Plus position as of Q4 2021 after selling out during the quarter.
  • Stifel Financial sold 33,387 Simulations Plus shares in Q4 2021, an estimated $1.32M.
  • Stifel Financial first reported a position in Simulations Plus in Q4 2020 and held it in 4 quarters.
  • Stifel Financial's Simulations Plus position peaked at $2.15M in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Simulations Plus as of Q4 2021.

Based on Stifel Financial's 13F filing for Q4 2021, filed 14 Feb 2022.