UAML
SF

US Asset Management LLC’s Stifel SF Stock Holding History

US Asset Management LLC’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 		– Sell
-2,444
Closed -$204K – 121
2025
Q4 		$204K Buy
+2,444
New +$195K 0.17% 116
2025
Q3 		– Sell
-3,441
Closed -$238K – 121
2025
Q2 		$238K Sell
3,441
-83
-2% -$5.1K 0.21% 111
2025
Q1 		$221K Hold
3,524
– – 0.21% 112
2024
Q4 		$249K Buy
+3,524
New +$252K 0.22% 110
2024
Q3 		– Sell
-3,986
Closed -$224K – 125
2024
Q2 		$224K Sell
3,986
-25
-0.6% -$1.32K 0.2% 119
2024
Q1 		$209K Buy
+4,011
New +$197K 0.19% 127
2023
Q2 		– Sell
-3,996
Closed -$157K – 215
2023
Q1 		$157K Sell
3,996
-54
-1% -$2.27K 0.16% 136
2022
Q4 		$158K Buy
+4,050
New +$160K 0.17% 138
2022
Q2 		$153K Buy
4,089
+88
+2% +$3.65K 0.17% 137
2022
Q1 		$181K Buy
+4,001
New +$192K 0.17% 132
2021
Q4 		– Sell
-4,001
Closed -$181K – 219
2021
Q3 		$181K Buy
+4,001
New +$178K 0.18% 133

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