Stifel Financial
UP icon

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

Other funds holding UP

DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.18B AUM 54.89% 1-Year Est. Return
KA
Kore Advisors Boynton Beach, Florida $96.2M AUM 942.37% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stifel Financial's UP Position: Q4 2024 in Review

Stifel Financial sold out of Wheels Up (UP) in Q4 2024, closing a stake of 844 shares — an estimated $40.9K sold.

Stifel Financial first reported a position in UP in Q4 2021 and held it in 7 quarters. The position peaked at $491K in Q4 2021. 109 funds tracked by Wall St. Rank hold UP as of Q4 2024.

  • Stifel Financial reported no remaining Wheels Up position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 844 Wheels Up shares in Q4 2024, an estimated $40.9K.
  • Stifel Financial first reported a position in Wheels Up in Q4 2021 and held it in 7 quarters.
  • Stifel Financial's Wheels Up position peaked at $491K in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Wheels Up as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.