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
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Quarterly reported holdings in Unified Ser Tr by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 127k | 44.05 |
| 2025-06-30 | $8.5M | 216k | 39.48 |
| 2025-03-31 | $7.4M | 191k | 38.60 |
| 2024-12-31 | $7.5M | 180k | 41.58 |
| 2024-09-30 | $13M | 341k | 38.51 |
| 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 |