ARMC
JEF icon

American Research & Management Company’s Jefferies Financial Group JEF Stock Holding History

American Research & Management 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
2020
Q3 		– Sell
-314
Closed -$5K – 365
2020
Q2 		$5K Hold
314
– – ﹤0.01% 295
2020
Q1 		$4K Buy
+314
New +$5.99K ﹤0.01% 286
2018
Q2 		– Sell
-335
Closed -$7K – 334
2018
Q1 		$7K Hold
335
– – ﹤0.01% 313
2017
Q4 		$8K Hold
335
– – ﹤0.01% 310
2017
Q3 		$8K Hold
335
– – ﹤0.01% 280
2017
Q2 		$8K Hold
335
– – ﹤0.01% 272
2017
Q1 		$8K Sell
335
-314
-48% -$7.02K ﹤0.01% 262
2016
Q4 		$14K Hold
649
– – ﹤0.01% 252
2016
Q3 		$11K Hold
649
– – ﹤0.01% 272
2016
Q2 		$10K Sell
649
-8,043
-93% -$123K ﹤0.01% 261
2016
Q1 		$126K Sell
8,692
-19,507
-69% -$274K 0.05% 115
2015
Q4 		$439K Sell
28,199
-52,625
-65% -$880K 0.19% 81
2015
Q3 		$1.47M Sell
80,824
-15,048
-16% -$302K 0.64% 49
2015
Q2 		$2.08M Sell
95,872
-9,512
-9% -$203K 0.85% 39
2015
Q1 		$2.1M Sell
105,384
-20,885
-17% -$432K 0.86% 37
2014
Q4 		$2.53M Sell
126,269
-49,537
-28% -$1.02M 0.93% 39
2014
Q3 		$3.75M Sell
175,806
-3,798
-2% -$85.5K 1.35% 27
2014
Q2 		$4.21M Sell
179,604
-3,683
-2% -$85.5K 1.46% 24
2014
Q1 		$4.59M Sell
183,287
-6,202
-3% -$153K 1.63% 20
2013
Q4 		$4.81M Sell
189,489
-3,671
-2% -$92.9K 1.72% 17
2013
Q3 		$4.71M Sell
193,160
-977
-0.5% -$23.4K 1.87% 16
2013
Q2 		$4.56M Buy
+194,137
New +$5.1M 1.83% 17

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Research & Management Company's JEF Position: Q3 2020 in Review

American Research & Management Company sold out of Jefferies Financial Group (JEF) in Q3 2020, closing a stake of 314 shares — an estimated $5K sold.

American Research & Management Company first reported a position in JEF in Q2 2013 and held it in 22 quarters. The position peaked at $4.81M in Q4 2013. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • American Research & Management Company reported no remaining Jefferies Financial Group position as of Q3 2020 after selling out during the quarter.
  • American Research & Management Company sold 314 Jefferies Financial Group shares in Q3 2020, an estimated $5K.
  • American Research & Management Company first reported a position in Jefferies Financial Group in Q2 2013 and held it in 22 quarters.
  • American Research & Management Company's Jefferies Financial Group position peaked at $4.81M in Q4 2013.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on American Research & Management Company's 13F filing for Q3 2020, filed 29 Oct 2020.