AGF Investments Inc’s Jefferies Financial Group JEF Stock Holding History

AGF Investments Inc’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 Q3	$11.1M	Hold	392,250	–	–	0.1%	147
2022 Q2	$10.4M	Hold	392,250	–	–	0.09%	161
2022 Q1	$12.3M	Hold	392,250	–	–	0.09%	165
2021 Q4	$14.6M	Hold	392,250	–	–	0.1%	166
2021 Q3	$13.9M	Buy	392,250 +62,760	+19%	+$2.1M	0.11%	169
2021 Q2	$10.8M	Buy	329,490 +120,290	+58%	+$3.67M	0.08%	182
2021 Q1	$6.02M	Buy	+209,200	New	+$5.7M	0.05%	231
2020 Q4	–	Sell	-153	Closed	-$3K	–	783
2020 Q3	$3K	Hold	153	–	–	﹤0.01%	741
2020 Q2	$2K	Buy	153 +3	+2%	+$40	﹤0.01%	778
2020 Q1	$2K	Buy	+150	New	+$2.86K	﹤0.01%	743

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AGF Investments Inc's JEF Position: Q3 2022 in Review

AGF Investments Inc held its Jefferies Financial Group (JEF) position steady in Q3 2022 at 392,250 shares worth $11.1M. The position accounts for 0.1% of the portfolio, ranked #147.

AGF Investments Inc first reported a position in JEF in Q1 2020 and has held it in 10 quarters since. The position peaked at $14.6M in Q4 2021. 424 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

AGF Investments Inc held 392,250 shares of Jefferies Financial Group worth $11.1M as of Q3 2022.
AGF Investments Inc left its Jefferies Financial Group share count unchanged in Q3 2022.
Jefferies Financial Group made up 0.1% of AGF Investments Inc's portfolio in Q3 2022, its #147 holding.
AGF Investments Inc first reported a position in Jefferies Financial Group in Q1 2020 and has held it in 10 quarters since.
AGF Investments Inc's Jefferies Financial Group position peaked at $14.6M in Q4 2021.
424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.