Number of Shares
25,009.00
Current Holdings Value*
$2.36 Mil
% of Portfolio
2.57%
Total Estimate Gain
$1.61 Mil
% of Total Estimate Gain
52.88%

LVIP Channing Small Cap Value Fund's Stifel Financial Corp Holding Summary

As of 2025-03-31, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST held 25,009.00 shares of Stifel Financial Corp(SF), totaling $2.36 Mil. This investment constitutes 2.57% of their stock portfolio, and LINCOLN VARIABLE INSURANCE PRODUCTS TRUST now holds 0.02% of the outstanding Stifel Financial Corp(SF) stock.

The initial trade took place in 2022Q3. And since then LVIP Channing Small Cap Value Fund has made 3 purchases of SF, at an average price of $59.60, for a total of 50,939.00 shares. In addition, there have been 6 sales at an average price of $79.01 for 25,930.00 shares. Based on historical transaction data and SF's current price of $103.68, LVIP Channing Small Cap Value Fund's estimated gain on his SF holdings is $1.61 Mil, reflecting a 52.88% gain to date.

LVIP Channing Small Cap Value Fund SF ($103.68) Holding Chart

LVIP Channing 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 %

Top Ranked Articles

  • 1