Bank Hapoalim BM’s Jefferies Financial Group JEF Stock Holding History

Bank Hapoalim BM’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 Q1	–	Sell	-14,892	Closed	-$552K	–	216
2021 Q4	$552K	Buy	14,892 +2,157	+17%	+$83.1K	0.06%	155
2021 Q3	$452K	Sell	12,735 -654	-5%	-$21.9K	0.05%	176
2021 Q2	$438K	Buy	+13,389	New	+$408K	0.05%	182

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Bank Hapoalim BM's JEF Position: Q1 2022 in Review

Bank Hapoalim BM sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 14,892 shares — an estimated $552K sold.

Bank Hapoalim BM first reported a position in JEF in Q2 2021 and held it in 3 quarters. The position peaked at $552K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

Bank Hapoalim BM reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
Bank Hapoalim BM sold 14,892 Jefferies Financial Group shares in Q1 2022, an estimated $552K.
Bank Hapoalim BM first reported a position in Jefferies Financial Group in Q2 2021 and held it in 3 quarters.
Bank Hapoalim BM's Jefferies Financial Group position peaked at $552K in Q4 2021.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Bank Hapoalim BM's 13F filing for Q1 2022, filed 28 Apr 2022.