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American Portfolios Advisors’s Jefferies Financial Group JEF Stock Holding History

American Portfolios Advisors’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 		$31.8K Sell
1,129
-35
-3% -$1.06K ﹤0.01% 1959
2022
Q2 		$30.8K Sell
1,164
-43
-4% -$1.27K ﹤0.01% 2016
2022
Q1 		$37.9K Buy
1,207
+2
+0.2% +$68 ﹤0.01% 2016
2021
Q4 		$44.7K Buy
1,205
+2
+0.2% +$77 ﹤0.01% 1914
2021
Q3 		$42.7K Buy
1,203
+2
+0.2% +$67 ﹤0.01% 1859
2021
Q2 		$39.3K Buy
1,201
+316
+36% +$9.64K ﹤0.01% 1856
2021
Q1 		$25.5K Sell
885
-535
-38% -$14.6K ﹤0.01% 1934
2020
Q4 		$33.4K Sell
1,420
-54
-4% -$1.13K ﹤0.01% 1578
2020
Q3 		$25.4K Sell
1,474
-329
-18% -$5.38K ﹤0.01% 1591
2020
Q2 		$26.8K Sell
1,803
-445
-20% -$5.96K ﹤0.01% 1525
2020
Q1 		$29.4K Sell
2,248
-3,527
-61% -$67.3K ﹤0.01% 1383
2019
Q4 		$118K Buy
5,775
+5
+0.1% +$95 0.01% 964
2019
Q3 		$101K Sell
5,770
-687
-11% -$12.2K 0.01% 990
2019
Q2 		$111K Hold
6,457
– – 0.01% 940
2019
Q1 		$109K Sell
6,457
-938
-13% -$16.6K 0.01% 853
2018
Q4 		$115K Buy
+7,395
New +$135K 0.01% 682

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
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
Charles Schwab
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

American Portfolios Advisors's JEF Position: Q3 2022 in Review

American Portfolios Advisors reduced its Jefferies Financial Group (JEF) stake by 3% in Q3 2022, selling an estimated $1.06K and leaving 1,129 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

American Portfolios Advisors first reported a position in JEF in Q4 2018 and has held it in 16 quarters since. The position peaked at $118K in Q4 2019. 424 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

  • American Portfolios Advisors held 1,129 shares of Jefferies Financial Group worth $31.8K as of Q3 2022.
  • American Portfolios Advisors sold 35 Jefferies Financial Group shares in Q3 2022, an estimated $1.06K.
  • Jefferies Financial Group made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1959 holding.
  • American Portfolios Advisors first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 16 quarters since.
  • American Portfolios Advisors's Jefferies Financial Group position peaked at $118K in Q4 2019.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.