Calvert Small Cap Fund SF Holdings History
Calvert Small Cap Fund's Stifel Financial Corp Holding Summary
As of 2025-03-31, Calvert Small Cap Fund held 615,377.00 shares of Stifel Financial Corp(SF), totaling $58.01 Mil. This investment constitutes 2.33% of their stock portfolio, and Calvert Small Cap Fund now holds 0.6% of the outstanding Stifel Financial Corp(SF) stock.
The initial trade took place in 2022Q3. And since then Calvert Small Cap Fund has made 8 purchases of SF, at an average price of $61.22, for a total of 671,215.00 shares. In addition, there have been 2 sales at an average price of $89.48 for 55,838.00 shares. Based on historical transaction data and SF's current price of $107.55, Calvert Small Cap Fund's estimated gain on his SF holdings is $30.09 Mil, reflecting a 73.22% gain to date.
Calvert Small Cap Fund SF ($107.55) Holding Chart
Calvert Small Cap Fund SF ($107.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
