Autumn Glory Partners’s Jefferies Financial Group JEF Stock Holding History

Autumn Glory Partners’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	–	Sell	-13,624	Closed	-$360K	–	164
2022 Q2	$360K	Sell	13,624 -13,624	-50%	-$403K	0.27%	91
2022 Q1	$856K	Buy	27,248 +13,624	+100%	+$463K	0.5%	73
2021 Q4	$505K	Buy	+13,624	New	+$525K	0.21%	110

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Autumn Glory Partners's JEF Position: Q3 2022 in Review

Autumn Glory Partners sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 13,624 shares — an estimated $360K sold.

Autumn Glory Partners first reported a position in JEF in Q4 2021 and held it in 3 quarters. The position peaked at $856K in Q1 2022. 423 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

Autumn Glory Partners reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
Autumn Glory Partners sold 13,624 Jefferies Financial Group shares in Q3 2022, an estimated $360K.
Autumn Glory Partners first reported a position in Jefferies Financial Group in Q4 2021 and held it in 3 quarters.
Autumn Glory Partners's Jefferies Financial Group position peaked at $856K in Q1 2022.
423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on Autumn Glory Partners's 13F filing for Q3 2022, filed 27 Oct 2022.