Utah Retirement Systems’s Stifel SF Stock Holding History

Utah Retirement Systems’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	$588K	Hold	7,950	–	–	0.01%	715
2025 Q4	$664K	Hold	7,950	–	–	0.01%	722
2025 Q3	$601K	Hold	7,950	–	–	0.01%	721
2025 Q2	$550K	Hold	7,950	–	–	0.01%	750
2025 Q1	$500K	Hold	7,950	–	–	0.01%	732
2024 Q4	$562K	Hold	7,950	–	–	0.01%	759
2024 Q3	$498K	Hold	7,950	–	–	0.01%	773
2024 Q2	$446K	Sell	7,950 -300	-4%	-$15.9K	0.01%	803
2024 Q1	$430K	Hold	8,250	–	–	0.01%	803
2023 Q4	$380K	Sell	8,250 -150	-2%	-$6.17K	﹤0.01%	834
2023 Q3	$344K	Hold	8,400	–	–	﹤0.01%	836
2023 Q2	$334K	Hold	8,400	–	–	﹤0.01%	881
2023 Q1	$331K	Buy	8,400 +150	+2%	+$6.3K	﹤0.01%	854
2022 Q4	$321K	Hold	8,250	–	–	0.01%	852
2022 Q3	$286K	Buy	8,250 +150	+2%	+$5.9K	﹤0.01%	873
2022 Q2	$303K	Hold	8,100	–	–	﹤0.01%	879
2022 Q1	$367K	Hold	8,100	–	–	﹤0.01%	871
2021 Q4	$380K	Buy	8,100 +150	+2%	+$7.28K	﹤0.01%	884
2021 Q3	$360K	Hold	7,950	–	–	﹤0.01%	879
2021 Q2	$344K	Buy	+7,950	New	+$357K	﹤0.01%	882

Other funds holding SF

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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