Aberdeen Group
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Aberdeen Group’s Jefferies Financial Group JEF Stock Holding History

Aberdeen Group’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-32,708
Closed -$1.21M – 1016
2021
Q4 		$1.21M Sell
32,708
-1,463
-4% -$56.3K ﹤0.01% 850
2021
Q3 		$1.23M Sell
34,171
-4,452
-12% -$149K ﹤0.01% 860
2021
Q2 		$1.26M Sell
38,623
-534
-1% -$16.3K ﹤0.01% 849
2021
Q1 		$1.13M Sell
39,157
-9,164
-19% -$250K ﹤0.01% 846
2020
Q4 		$1.14M Sell
48,321
-525
-1% -$11K ﹤0.01% 819
2020
Q3 		$841K Sell
48,846
-17,006
-26% -$278K ﹤0.01% 819
2020
Q2 		$979K Sell
65,852
-82,201
-56% -$1.1M ﹤0.01% 785
2020
Q1 		$1.94M Buy
148,053
+60,638
+69% +$1.16M 0.01% 674
2019
Q4 		$1.79M Sell
87,415
-2,942
-3% -$55.7K ﹤0.01% 736
2019
Q3 		$1.59M Sell
90,357
-85,882
-49% -$1.53M ﹤0.01% 742
2019
Q2 		$3.03M Sell
176,239
-7,853
-4% -$135K 0.01% 691
2019
Q1 		$3.1M Buy
184,092
+41,449
+29% +$732K 0.01% 686
2018
Q4 		$2.23M Sell
142,643
-10,326
-7% -$189K 0.01% 684
2018
Q3 		$3.01M Buy
+152,969
New +$3.19M 0.01% 696
2018
Q2 		– Sell
-124,084
Closed -$2.52M – 908
2018
Q1 		$2.52M Buy
124,084
+7,503
+6% +$170K 0.01% 639
2017
Q4 		$2.77M Sell
116,581
-8,436
-7% -$195K 0.01% 632
2017
Q3 		$2.83M Buy
+125,017
New +$2.8M 0.01% 614

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Aberdeen Group's JEF Position: Q1 2022 in Review

Aberdeen Group sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 32,708 shares — an estimated $1.21M sold.

Aberdeen Group first reported a position in JEF in Q3 2017 and held it in 17 quarters. The position peaked at $3.1M in Q1 2019. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • Aberdeen Group reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
  • Aberdeen Group sold 32,708 Jefferies Financial Group shares in Q1 2022, an estimated $1.21M.
  • Aberdeen Group first reported a position in Jefferies Financial Group in Q3 2017 and held it in 17 quarters.
  • Aberdeen Group's Jefferies Financial Group position peaked at $3.1M in Q1 2019.
  • 473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Aberdeen Group's 13F filing for Q1 2022, filed 4 May 2022.