Stifel Financial
SMED

Stifel Financial’s Sharps Compliance Corp SMED Stock Holding History

Stifel Financial’s Portfolio SMED Stock Details SMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22,711
Closed -$188K – 3508
2021
Q3 		$188K Buy
22,711
+100
+0.4% +$930 ﹤0.01% 3145
2021
Q2 		$233K Buy
+22,611
New +$315K ﹤0.01% 3054
2016
Q1 		– Sell
-22,400
Closed -$195K – 2414
2015
Q4 		$195K Sell
22,400
-500
-2% -$4.33K ﹤0.01% 2119
2015
Q3 		$201K Sell
22,900
-2,600
-10% -$18.8K ﹤0.01% 2029
2015
Q2 		$177K Buy
+25,500
New +$160K ﹤0.01% 2196

Other funds holding SMED

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Stifel Financial's SMED Position: Q4 2021 in Review

Stifel Financial sold out of Sharps Compliance Corp (SMED) in Q4 2021, closing a stake of 22,711 shares — an estimated $188K sold.

Stifel Financial first reported a position in SMED in Q2 2015 and held it in 5 quarters. The position peaked at $233K in Q2 2021. 79 funds tracked by Wall St. Rank hold SMED as of Q4 2021.

  • Stifel Financial reported no remaining Sharps Compliance Corp position as of Q4 2021 after selling out during the quarter.
  • Stifel Financial sold 22,711 Sharps Compliance Corp shares in Q4 2021, an estimated $188K.
  • Stifel Financial first reported a position in Sharps Compliance Corp in Q2 2015 and held it in 5 quarters.
  • Stifel Financial's Sharps Compliance Corp position peaked at $233K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q4 2021.

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