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Azora Capital LP’s Jefferies Financial Group JEF Stock Holding History

Azora Capital LP’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
2024
Q1 		– Sell
-134,107
Closed -$5.42M – 60
2023
Q4 		$5.42M Buy
+134,107
New +$4.74M 0.47% 37
2023
Q2 		– Sell
-525,252
Closed -$16.7M – 39
2023
Q1 		$16.7M Buy
+525,252
New +$19M 2.43% 18

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Azora Capital LP's JEF Position: Q1 2024 in Review

Azora Capital LP sold out of Jefferies Financial Group (JEF) in Q1 2024, closing a stake of 134,107 shares — an estimated $5.42M sold.

Azora Capital LP first reported a position in JEF in Q1 2023 and held it in 2 quarters. The position peaked at $16.7M in Q1 2023. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

  • Azora Capital LP reported no remaining Jefferies Financial Group position as of Q1 2024 after selling out during the quarter.
  • Azora Capital LP sold 134,107 Jefferies Financial Group shares in Q1 2024, an estimated $5.42M.
  • Azora Capital LP first reported a position in Jefferies Financial Group in Q1 2023 and held it in 2 quarters.
  • Azora Capital LP's Jefferies Financial Group position peaked at $16.7M in Q1 2023.
  • 481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Azora Capital LP's 13F filing for Q1 2024, filed 15 May 2024.