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AFT Forsyth & Company’s Jefferies Financial Group JEF Stock Holding History

AFT Forsyth & Company’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
-5,962
Closed -$221K – 152
2021
Q4 		$221K Hold
5,962
– – 0.11% 148
2021
Q3 		$212K Buy
+5,962
New +$200K 0.11% 149

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

AFT Forsyth & Company's JEF Position: Q1 2022 in Review

AFT Forsyth & Company sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 5,962 shares — an estimated $221K sold.

AFT Forsyth & Company first reported a position in JEF in Q3 2021 and held it in 2 quarters. The position peaked at $221K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • AFT Forsyth & Company reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
  • AFT Forsyth & Company sold 5,962 Jefferies Financial Group shares in Q1 2022, an estimated $221K.
  • AFT Forsyth & Company first reported a position in Jefferies Financial Group in Q3 2021 and held it in 2 quarters.
  • AFT Forsyth & Company's Jefferies Financial Group position peaked at $221K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on AFT Forsyth & Company's 13F filing for Q1 2022, filed 10 May 2022.