Oberweis Small-Cap Value Fund SF Holdings History
Number of Shares
11,325.00
Current Holdings Value*
$311,660.00
% of Portfolio
2.41%
Total Estimate Gain
$-85,165.50
% of Total Estimate Gain
-18.72%
Oberweis Small-Cap Value Fund's Stifel Financial Corp Holding Summary
As of 2020-03-31, OBERWEIS FUNDS held 11,325.00 shares of Stifel Financial Corp(SF), totaling $311,660.00. This investment constitutes 2.41% of their stock portfolio, and OBERWEIS FUNDS now holds 0.01% of the outstanding Stifel Financial Corp(SF) stock.
The initial trade took place in 2019Q3. In addition, there have been 3 sales at an average price of $30.63 for 12,075.00 shares. Based on historical transaction data and SF's current price of $103.68, Oberweis Small-Cap Value Fund's estimated gain on his SF holdings is $-85,165.50, reflecting a -18.72% gain to date.
Oberweis Small-Cap Value Fund SF ($103.68) Holding Chart
Oberweis 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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