SF β€” STIFEL FINANCIAL CORP

Ownership history in Sciencast Management LP  Β·  6 quarters on record

This page tracks every 13F SEC filing in which Sciencast Management LP reported a position in STIFEL FINANCIAL CORP (SF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.45% (2023 Q4)
πŸ“Š Avg. % of fund
0.16%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

Sciencast Management LP Γ— SF AI Analytics

πŸ“ˆ Sciencast Management LP outperformed the S&P 500 by +37.7% annually on this SF position. Timing score: 40% (2/5 decisions correct). Average cost basis: $36.22. Maximum drawdown during holding period: –17.1%.

πŸ“ˆ Position Alpha vs SPY
+37.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 37.7% per year on this position.
5 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$36.22
+107.1% vs current ($75.02)

Best entry: $24.31 (2019 Q4)  Β·  Worst: $44.26 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–17.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.04% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,904 -1,014 -34.7% 0.04% $216K $75.02
2024 Q1 REDUCED 2,918 -9,090 -75.7% 0.14% $228K $50.31
2023 Q4 ADDED 12,008 +3,904 +48.2% 0.45% $830K $44.26
2022 Q2 REDUCED 8,104 -2,516 -23.7% 0.11% $485K $34.69
2022 Q1 ADDED 10,620 +5,420 +104.2% 0.16% $693K $41.86
2019 Q4 INITIATED 5,200 β€” β€” 0.09% $324K $24.31

🏒 Other funds also holding SF

As of 2025 Q4 β€” sorted by position size

PMC FIG Opportunities LLC 6.18% Access Investment Management LLC 4.34% ALGEBRIS (UK) LTD 3Y 7Y 3.12% TANAKA CAPITAL MANAGEMENT INC 3Y 7Y 2.91% 1492 Capital Management LLC 3Y 7Y 2.57% Channing Capital Management, LLC 3Y 7Y 2.35% EARNEST PARTNERS LLC 3Y 7Y 1.36% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 1.22% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 1.02% GW&K Investment Management, LLC 3Y 7Y 0.97%
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