WT
SF

Washington Trust’s Stifel SF Stock Holding History

Washington Trust’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
Q4 		– Sell
-35
Closed -$1.41K – 940
2023
Q3 		$1.41K Sell
35
-4
-10% -$168 ﹤0.01% 796
2023
Q2 		$1.55K Buy
39
+1
+3% +$39 ﹤0.01% 810
2023
Q1 		$1.48K Hold
38
– – ﹤0.01% 844
2022
Q4 		$1.46K Sell
38
-3
-7% -$119 ﹤0.01% 856
2022
Q3 		$1K Buy
41
+18
+78% +$708 ﹤0.01% 895
2022
Q2 		$1K Sell
23
-9
-28% -$374 ﹤0.01% 897
2022
Q1 		$1K Sell
32
-3
-9% -$144 ﹤0.01% 907
2021
Q4 		$2K Sell
35
-10
-22% -$486 ﹤0.01% 855
2021
Q3 		$2K Hold
45
– – ﹤0.01% 978
2021
Q2 		$2K Hold
45
– – ﹤0.01% 962
2021
Q1 		$2K Sell
45
-2
-4% -$78 ﹤0.01% 919
2020
Q4 		$2K Sell
47
-7
-13% -$208 ﹤0.01% 897
2020
Q3 		$1K Buy
+54
New +$1.21K ﹤0.01% 947

Other funds holding SF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Washington Trust's SF Position: Q4 2023 in Review

Washington Trust sold out of Stifel (SF) in Q4 2023, closing a stake of 35 shares — an estimated $1.41K sold.

Washington Trust first reported a position in SF in Q3 2020 and held it in 13 quarters. The position peaked at $2K in Q4 2021. 378 funds tracked by Wall St. Rank hold SF as of Q4 2023.

  • Washington Trust reported no remaining Stifel position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 35 Stifel shares in Q4 2023, an estimated $1.41K.
  • Washington Trust first reported a position in Stifel in Q3 2020 and held it in 13 quarters.
  • Washington Trust's Stifel position peaked at $2K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held Stifel as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.