Amalgamated Financial’s Jefferies Financial Group JEF Stock Holding History

Amalgamated Financial’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	$4.53M	Buy	+144,218	New	+$4.9M	0.04%	521

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Amalgamated Financial's JEF Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Jefferies Financial Group (JEF) in Q1 2022: 144,218 shares worth $4.53M. The stake represents 0.04% of the portfolio and ranks #521 among its holdings.

473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

Amalgamated Financial held 144,218 shares of Jefferies Financial Group worth $4.53M as of Q1 2022.
Jefferies Financial Group was a new Amalgamated Financial position in Q1 2022.
Jefferies Financial Group made up 0.04% of Amalgamated Financial's portfolio in Q1 2022, its #521 holding.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.