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Unified Ser Tr shares owned by Stifel Financial

Quarter-by-quarter ownership of Unified Ser Tr (MGMT) shares owned by Stifel Financial from 13F filings

Historical chart of Stifel Financial investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Stifel Financial

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 318k 35.88
2024-03-31 $12M 303k 37.92
2023-12-31 $8.8M 238k 37.01
2023-09-30 $8.0M 232k 34.46
2023-06-30 $6.0M 169k 35.36
2023-03-31 $2.7M 81k 33.36
2022-12-31 $2.2M 69k 31.76
2022-09-30 $1.7M 60k 29.05
2022-06-30 $1.8M 58k 30.39