Guggenheim SMid Cap Value Fund SF Holdings History
Guggenheim SMid Cap Value Fund's Stifel Financial Corp Holding Summary
As of 2024-09-30, GUGGENHEIM FUNDS TRUST held 82,394.00 shares of Stifel Financial Corp(SF), totaling $7.74 Mil. This investment constitutes 2.17% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 0.08% of the outstanding Stifel Financial Corp(SF) stock.
The initial trade took place in 2019Q3. And since then Guggenheim SMid Cap Value Fund has made 3 purchases of SF, at an average price of $49.23, for a total of 106,822.50 shares. In addition, there have been 2 sales at an average price of $80.81 for 24,428.50 shares. Based on historical transaction data and SF's current price of $109.99, Guggenheim SMid Cap Value Fund's estimated gain on his SF holdings is $5.78 Mil, reflecting a 109.88% gain to date.
Guggenheim SMid Cap Value Fund SF ($109.99) Holding Chart
Guggenheim SMid Cap Value Fund SF ($109.99) 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 % | |||
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