Number of Shares
80,700.00
Current Holdings Value*
$8.57 Mil
% of Portfolio
3.6%
Total Estimate Gain
$5.80 Mil
% of Total Estimate Gain
57.42%

Small Cap Dynamic Growth Fund's Stifel Financial Corp Holding Summary

As of 2025-02-28, Small Cap Dynamic Growth Fund held 80,700.00 shares of Stifel Financial Corp(SF), totaling $8.57 Mil. This investment constitutes 3.6% of their stock portfolio, and Small Cap Dynamic Growth Fund now holds 0.08% of the outstanding Stifel Financial Corp(SF) stock.

The initial trade took place in 2023Q4. And since then Small Cap Dynamic Growth Fund has made 3 purchases of SF, at an average price of $68.21, for a total of 148,100.00 shares. In addition, there have been 3 sales at an average price of $105.20 for 67,400.00 shares. Based on historical transaction data and SF's current price of $109.20, Small Cap Dynamic Growth Fund's estimated gain on his SF holdings is $5.80 Mil, reflecting a 57.42% gain to date.

Small Cap Dynamic Growth Fund SF ($109.20) Holding Chart

Small Cap Dynamic Growth Fund SF ($109.20) 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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