Anchor Investment Management’s Jefferies Financial Group JEF Stock Holding History

Anchor Investment Management’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
2021 Q4	–	Sell	-1,104	Closed	-$39.2K	–	1033
2021 Q3	$39.2K	Sell	1,104 -57	-5%	-$1.91K	0.01%	553
2021 Q2	$38K	Hold	1,161	–	–	0.01%	569
2021 Q1	$33.4K	Buy	1,161 +115	+11%	+$3.13K	0.01%	561
2020 Q4	$24.6K	Buy	+1,046	New	+$21.9K	﹤0.01%	568
2020 Q2	–	Sell	-106	Closed	-$1.38K	–	893
2020 Q1	$1.38K	Hold	106	–	–	﹤0.01%	791
2019 Q4	$2.16K	Hold	106	–	–	﹤0.01%	764
2019 Q3	$1.86K	Sell	106 -7	-6%	-$125	﹤0.01%	757
2019 Q2	$1.94K	Hold	113	–	–	﹤0.01%	753
2019 Q1	$1.9K	Hold	113	–	–	﹤0.01%	752
2018 Q4	$1.75K	Hold	113	–	–	﹤0.01%	769
2018 Q3	$2.22K	Sell	113 -190	-63%	-$3.96K	﹤0.01%	772
2018 Q2	$6.16K	Buy	+303	New	+$6.35K	﹤0.01%	717

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Anchor Investment Management's JEF Position: Q4 2021 in Review

Anchor Investment Management sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 1,104 shares — an estimated $39.2K sold.

Anchor Investment Management first reported a position in JEF in Q2 2018 and held it in 12 quarters. The position peaked at $39.2K in Q3 2021. 505 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

Anchor Investment Management reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
Anchor Investment Management sold 1,104 Jefferies Financial Group shares in Q4 2021, an estimated $39.2K.
Anchor Investment Management first reported a position in Jefferies Financial Group in Q2 2018 and held it in 12 quarters.
Anchor Investment Management's Jefferies Financial Group position peaked at $39.2K in Q3 2021.
505 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on Anchor Investment Management's 13F filing for Q4 2021, filed 2 Jan 2024.