Number of Shares
34,012.00
Current Holdings Value*
$3.19 Mil
% of Portfolio
2.16%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
96.66%

SERIES V (SMID CAP VALUE SERIES)'s Stifel Financial Corp Holding Summary

As of 2024-09-30, Guggenheim Variable Funds Trust held 34,012.00 shares of Stifel Financial Corp(SF), totaling $3.19 Mil. This investment constitutes 2.16% of their stock portfolio, and Guggenheim Variable Funds Trust now holds 0.03% of the outstanding Stifel Financial Corp(SF) stock.

The initial trade took place in 2019Q3. And since then SERIES V (SMID CAP VALUE SERIES) has made 2 purchases of SF, at an average price of $49.18, for a total of 44,883.00 shares. In addition, there have been 1 sales at an average price of $84.46 for 10,871.00 shares. Based on historical transaction data and SF's current price of $100.64, SERIES V (SMID CAP VALUE SERIES)'s estimated gain on his SF holdings is $2.13 Mil, reflecting a 96.66% gain to date.

SERIES V (SMID CAP VALUE SERIES) SF ($100.64) Holding Chart

SERIES V (SMID CAP VALUE SERIES) SF ($100.64) 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