Current Value of Holding

$2.09 Million

Shares

22.9 Thousand

% of Portfolio

0.00%

Average Buy Price

$81.6

Avg closing price
Price range

33 Jim Simons Stifel Financial Trades

Jim Simons's position in Stifel Financial is currently worth $2.09 Million. That's 0.00% of their equity portfolio (1817th largest holding). The first Stifel Financial trade was made in Q4 2013. Since then Jim Simons bought shares sixteen more times and sold shares on sixteen occasions. The stake costed the investor $1.87 Million, netting the investor a gain of 12% so far.

Avg closing price
Price range
Increased shares by 44.9% (+7.1 Thousand shares) Q4 2024
Avg closing price $107.27
Price range $93.40 - $117.72
Sold 82.1% shares (-72.3 Thousand shares) Q3 2024
Avg closing price $85.27
Price range $78.91 - $93.90
New holding (+88.1 Thousand shares) Q2 2024
Avg closing price $79.49
Price range $74.35 - $84.15
Sold -102 Thousand shares Q4 2023
Avg closing price $61.68
Price range $55.44 - $69.94
Sold 38.2% shares (-62.8 Thousand shares) Q3 2023
Avg closing price $63.18
Price range $58.77 - $66.33
New holding (+165 Thousand shares) Q2 2023
Avg closing price $58.51
Price range $55.57 - $62.02
Sold -243 Thousand shares Q1 2023
Avg closing price $63.05
Price range $54.85 - $68.04
Increased shares by 8.1% (+18.1 Thousand shares) Q4 2022
Avg closing price $59.34
Price range $51.20 - $66.52
Increased shares by 5.4% (+11.5 Thousand shares) Q3 2022
Avg closing price $59.03
Price range $51.91 - $64.87
Sold 34.8% shares (-114 Thousand shares) Q2 2022
Avg closing price $62.29
Price range $55.33 - $69.15
New holding (+327 Thousand shares) Q1 2022
Avg closing price $72.02
Price range $61.76 - $81.43
Sold -254 Thousand shares Q4 2021
Avg closing price $72.84
Price range $65.84 - $77.66
Sold 22.4% shares (-73.4 Thousand shares) Q3 2021
Avg closing price $66.88
Price range $61.25 - $70.78
New holding (+328 Thousand shares) Q2 2021
Avg closing price $67.27
Price range $60.57 - $71.58
Sold -54.4 Thousand shares Q1 2021
Avg closing price $58.45
Price range $48.77 - $67.68
New holding (+54.4 Thousand shares) Q4 2020
Avg closing price $44.53
Price range $34.29 - $51.96
Sold -142 Thousand shares Q3 2020
Avg closing price $33.49
Price range $30.08 - $36.11
Increased shares by 148.8% (+84.8 Thousand shares) Q2 2020
Avg closing price $30.14
Price range $23.45 - $37.45
New holding (+57 Thousand shares) Q1 2020
Avg closing price $37.57
Price range $21.97 - $45.81
Sold -148 Thousand shares Q2 2018
Avg closing price $39.02
Price range $34.83 - $41.07

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