Stifel Financial’s Vitesse Energy VTS Stock Holding History

Stifel Financial’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-51,168	Closed	-$1.17M	–	3421
2023 Q3	$1.17M	Sell	51,168 -1,712	-3%	-$40.2K	﹤0.01%	1939
2023 Q2	$1.18M	Sell	52,880 -1,092	-2%	-$22.8K	﹤0.01%	1975
2023 Q1	$1.03M	Buy	+53,972	New	+$931K	﹤0.01%	2036

Other funds holding VTS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

GCM

GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return

Stifel Financial's VTS Position: Q4 2023 in Review

Stifel Financial sold out of Vitesse Energy (VTS) in Q4 2023, closing a stake of 51,168 shares — an estimated $1.17M sold.

Stifel Financial first reported a position in VTS in Q1 2023 and held it in 3 quarters. The position peaked at $1.18M in Q2 2023. 225 funds tracked by Wall St. Rank hold VTS as of Q4 2023.

Stifel Financial reported no remaining Vitesse Energy position as of Q4 2023 after selling out during the quarter.
Stifel Financial sold 51,168 Vitesse Energy shares in Q4 2023, an estimated $1.17M.
Stifel Financial first reported a position in Vitesse Energy in Q1 2023 and held it in 3 quarters.
Stifel Financial's Vitesse Energy position peaked at $1.18M in Q2 2023.
225 funds tracked by Wall St. Rank held Vitesse Energy as of Q4 2023.

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