Number of Shares
39,780.00
Current Holdings Value*
$3.75 Mil
% of Portfolio
1.17%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
35.37%

Macquarie Smid Cap Core Fund's Stifel Financial Corp Holding Summary

As of 2025-03-31, Macquarie Smid Cap Core Fund held 39,780.00 shares of Stifel Financial Corp(SF), totaling $3.75 Mil. This investment constitutes 1.17% of their stock portfolio, and Macquarie Smid Cap Core Fund now holds 0.04% of the outstanding Stifel Financial Corp(SF) stock.

The initial trade took place in 2022Q1. And since then Macquarie Smid Cap Core Fund has made 3 purchases of SF, at an average price of $67.48, for a total of 86,684.00 shares. In addition, there have been 9 sales at an average price of $75.53 for 46,904.00 shares. Based on historical transaction data and SF's current price of $109.99, Macquarie Smid Cap Core Fund's estimated gain on his SF holdings is $2.07 Mil, reflecting a 35.37% gain to date.

Macquarie Smid Cap Core Fund SF ($109.99) Holding Chart

Macquarie Smid Cap Core 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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