Small Cap Dynamic Growth Fund SF Holdings History
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 % |
Top Ranked Articles
- 1