Stifel Financial’s OceanPal Inc SVRN Stock Holding History

Stifel Financial’s Portfolio SVRN Stock Details SVRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24	Closed	-$35.6K	–	3394
2023 Q3	$35.6K	Sell	24 -17	-41%	-$14.4K	﹤0.01%	3206
2023 Q2	$33.6K	Buy	41 +38	+1,267%	+$84.6K	﹤0.01%	3257
2023 Q1	$9.5K	Sell	3 -5	-63%	-$35.3K	﹤0.01%	3312
2022 Q4	$87K	Buy	+8	New	+$176K	﹤0.01%	3153
2022 Q3	–	Sell	-1	Closed	-$42K	–	3249
2022 Q2	$32K	Hold	1	–	–	﹤0.01%	3256
2022 Q1	$65K	Hold	1	–	–	﹤0.01%	3289
2021 Q4	$129K	Buy	+1	New	+$289K	﹤0.01%	3234

Other funds holding SVRN

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

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

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Stifel Financial's SVRN Position: Q4 2023 in Review

Stifel Financial sold out of OceanPal Inc (SVRN) in Q4 2023, closing a stake of 24 shares — an estimated $35.6K sold.

Stifel Financial first reported a position in SVRN in Q4 2021 and held it in 7 quarters. The position peaked at $129K in Q4 2021. 4 funds tracked by Wall St. Rank hold SVRN as of Q4 2023.

Stifel Financial reported no remaining OceanPal Inc position as of Q4 2023 after selling out during the quarter.
Stifel Financial sold 24 OceanPal Inc shares in Q4 2023, an estimated $35.6K.
Stifel Financial first reported a position in OceanPal Inc in Q4 2021 and held it in 7 quarters.
Stifel Financial's OceanPal Inc position peaked at $129K in Q4 2021.
4 funds tracked by Wall St. Rank held OceanPal Inc as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.