Veritable’s Stifel SF Stock Holding History

Veritable’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
2023 Q3	–	Sell	-6,063	Closed	-$241K	–	662
2023 Q2	$241K	Buy	6,063 +147	+2%	+$5.73K	﹤0.01%	775
2023 Q1	$233K	Sell	5,916 -639	-10%	-$26.9K	﹤0.01%	781
2022 Q4	$255K	Buy	+6,555	New	+$259K	﹤0.01%	711

Other funds holding SF

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Veritable's SF Position: Q3 2023 in Review

Veritable sold out of Stifel (SF) in Q3 2023, closing a stake of 6,063 shares — an estimated $241K sold.

Veritable first reported a position in SF in Q4 2022 and held it in 3 quarters. The position peaked at $255K in Q4 2022. 365 funds tracked by Wall St. Rank hold SF as of Q3 2023.

Veritable reported no remaining Stifel position as of Q3 2023 after selling out during the quarter.
Veritable sold 6,063 Stifel shares in Q3 2023, an estimated $241K.
Veritable first reported a position in Stifel in Q4 2022 and held it in 3 quarters.
Veritable's Stifel position peaked at $255K in Q4 2022.
365 funds tracked by Wall St. Rank held Stifel as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.