SFI
SF

Susquehanna Fundamental Investments’s Stifel SF Stock Holding History

Susquehanna Fundamental Investments’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.6M Buy
+129,888
New +$10.3M 0.36% 72
2022
Q1 		$26.7M Hold
589,650
– – 0.52% 22
2021
Q4 		$27.7M Sell
589,650
-55,064
-9% -$2.67M 0.73% 10
2021
Q3 		$29.2M Sell
644,714
-43,951
-6% -$1.96M 0.54% 11
2021
Q2 		$29.8M Buy
688,665
+603,300
+707% +$27.1M 0.54% 17
2021
Q1 		$3.65M Sell
85,365
-1,350
-2% -$52.6K 0.06% 435
2020
Q4 		$2.92M Buy
86,715
+50,713
+141% +$1.51M 0.05% 505
2020
Q3 		$809K Buy
+36,002
New +$804K 0.02% 721

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return