Stifel Financial
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Stifel Financial’s Wheels Up UP Stock Holding History

Stifel Financial’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-844
Closed -$40.9K – 3486
2024
Q3 		$40.9K Buy
+844
New +$41.2K ﹤0.01% 3310
2023
Q2 		– Sell
-476
Closed -$60.3K – 3417
2023
Q1 		$60.3K Buy
476
+18
+4% +$3.99K ﹤0.01% 3222
2022
Q4 		$94.4K Sell
458
-7
-2% -$1.8K ﹤0.01% 3140
2022
Q3 		$107K Sell
465
-2
-0.4% -$802 ﹤0.01% 3101
2022
Q2 		$182K Sell
467
-45
-9% -$24K ﹤0.01% 3039
2022
Q1 		$318K Sell
512
-17
-3% -$12.3K ﹤0.01% 2845
2021
Q4 		$491K Buy
+529
New +$617K ﹤0.01% 2598

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