Xact Kapitalforvaltning’s Stifel SF Stock Holding History

Xact Kapitalforvaltning’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
2020 Q1	$482K	Hold	26,298	–	–	0.01%	770
2019 Q4	$709K	Hold	26,298	–	–	0.01%	783
2019 Q3	$671K	Hold	26,298	–	–	0.01%	753
2019 Q2	$690K	Hold	26,298	–	–	0.01%	742
2019 Q1	$617K	Hold	26,298	–	–	0.01%	796
2018 Q4	$484K	Buy	26,298 +1,125	+4%	+$23.3K	0.01%	906
2018 Q3	$573K	Buy	25,173 +1,800	+8%	+$43.3K	0.01%	871
2018 Q2	$543K	Hold	23,373	–	–	0.01%	871
2018 Q1	$615K	Buy	23,373 +7,425	+47%	+$210K	0.01%	727
2017 Q4	$422K	Buy	+15,948	New	+$390K	0.01%	739

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Xact Kapitalforvaltning's SF Position: Q1 2020 in Review

Xact Kapitalforvaltning held its Stifel (SF) position steady in Q1 2020 at 26,298 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #770.

Xact Kapitalforvaltning first reported a position in SF in Q4 2017 and has held it in 10 quarters since. The position peaked at $709K in Q4 2019. 267 funds tracked by Wall St. Rank hold SF as of Q1 2020.

Xact Kapitalforvaltning held 26,298 shares of Stifel worth $482K as of Q1 2020.
Xact Kapitalforvaltning left its Stifel share count unchanged in Q1 2020.
Stifel made up 0.01% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #770 holding.
Xact Kapitalforvaltning first reported a position in Stifel in Q4 2017 and has held it in 10 quarters since.
Xact Kapitalforvaltning's Stifel position peaked at $709K in Q4 2019.
267 funds tracked by Wall St. Rank held Stifel as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.