KENNEDY CAPITAL SMALL CAP VALUE FUND SF Holdings History
KENNEDY CAPITAL SMALL CAP VALUE FUND's Stifel Financial Corp Holding Summary
As of 2025-03-31, Investment Managers Series Trust II held 605.00 shares of Stifel Financial Corp(SF), totaling $57,030.00. This investment constitutes 0.27% of their stock portfolio, and Investment Managers Series Trust II now holds 0% of the outstanding Stifel Financial Corp(SF) stock.
The initial trade took place in 2022Q2. And since then KENNEDY CAPITAL SMALL CAP VALUE FUND has made 7 purchases of SF, at an average price of $63.04, for a total of 4,601.00 shares. In addition, there have been 2 sales at an average price of $104.22 for 3,996.00 shares. Based on historical transaction data and SF's current price of $103.68, KENNEDY CAPITAL SMALL CAP VALUE FUND's estimated gain on his SF holdings is $189,149.04, reflecting a 65.21% gain to date.
KENNEDY CAPITAL SMALL CAP VALUE FUND SF ($103.68) Holding Chart
KENNEDY CAPITAL SMALL CAP VALUE FUND SF ($103.68) 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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