Weld Capital Management’s Stifel SF Stock Holding History

Weld Capital Management’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
2021 Q3	–	Sell	-9,200	Closed	-$398K	–	161
2021 Q2	$398K	Buy	+9,200	New	+$413K	0.4%	94

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Weld Capital Management's SF Position: Q3 2021 in Review

Weld Capital Management sold out of Stifel (SF) in Q3 2021, closing a stake of 9,200 shares — an estimated $398K sold.

Weld Capital Management first reported a position in SF in Q2 2021 and held it in 1 quarter. The position peaked at $398K in Q2 2021. 328 funds tracked by Wall St. Rank hold SF as of Q3 2021.

Weld Capital Management reported no remaining Stifel position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 9,200 Stifel shares in Q3 2021, an estimated $398K.
Weld Capital Management first reported a position in Stifel in Q2 2021 and held it in 1 quarter.
Weld Capital Management's Stifel position peaked at $398K in Q2 2021.
328 funds tracked by Wall St. Rank held Stifel as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.