Guggenheim Small Cap Value Fund SF Holdings History
Guggenheim Small Cap Value Fund's Stifel Financial Corp Holding Summary
As of 2024-06-30, GUGGENHEIM FUNDS TRUST held 1,351.00 shares of Stifel Financial Corp(SF), totaling $113,690.00. This investment constitutes 2.38% of their stock portfolio, and GUGGENHEIM FUNDS TRUST now holds 0% of the outstanding Stifel Financial Corp(SF) stock.
The initial trade took place in 2019Q3. And since then Guggenheim Small Cap Value Fund has made 5 purchases of SF, at an average price of $44.38, for a total of 2,828.50 shares. In addition, there have been 3 sales at an average price of $42.77 for 1,477.50 shares. Based on historical transaction data and SF's current price of $103.48, Guggenheim Small Cap Value Fund's estimated gain on his SF holdings is $77,474.08, reflecting a 61.72% gain to date.
Guggenheim Small Cap Value Fund SF ($103.48) Holding Chart
Guggenheim Small Cap Value Fund SF ($103.48) 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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