AJ Wealth Strategies’s Jefferies Financial Group JEF Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$1.04M	Buy	31,337 +6,785	+28%	+$212K	0.05%	125
2023 Q1	$779K	Buy	24,552 +1,001	+4%	+$36.2K	0.04%	143
2022 Q4	$772K	Hold	23,551	–	–	0.04%	152
2022 Q3	$664K	Hold	23,551	–	–	0.04%	158
2022 Q2	$622K	Buy	23,551 +5,019	+27%	+$148K	0.03%	168
2022 Q1	$582K	Buy	18,532 +5,648	+44%	+$192K	0.03%	187
2021 Q4	$478K	Hold	12,884	–	–	0.02%	201
2021 Q3	$457K	Hold	12,884	–	–	0.02%	199
2021 Q2	$421K	Buy	+12,884	New	+$393K	0.03%	196

Other funds holding JEF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DSC

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's JEF Position: Q2 2023 in Review

AJ Wealth Strategies increased its Jefferies Financial Group (JEF) stake by 28% in Q2 2023, buying an estimated $212K and bringing the position to 31,337 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #125.

AJ Wealth Strategies first reported a position in JEF in Q2 2021 and has held it in 9 quarters since. 429 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

AJ Wealth Strategies held 31,337 shares of Jefferies Financial Group worth $1.04M as of Q2 2023.
AJ Wealth Strategies bought 6,785 Jefferies Financial Group shares in Q2 2023, an estimated $212K.
Jefferies Financial Group made up 0.05% of AJ Wealth Strategies's portfolio in Q2 2023, its #125 holding.
AJ Wealth Strategies first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 9 quarters since.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.