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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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 |