Bank Julius Baer & Co’s Jefferies Financial Group JEF Stock Holding History

Bank Julius Baer & Co’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	-936	Closed	-$35K	–	700
2021 Q4	$35K	Hold	936	–	–	﹤0.01%	687
2021 Q3	$33K	Sell	936 -12	-1%	-$402	﹤0.01%	716
2021 Q2	$31K	Buy	948 +12	+1%	+$366	﹤0.01%	722
2021 Q1	$27K	Buy	936 +1	+0.1%	+$27	﹤0.01%	729
2020 Q4	$22K	Sell	935 -1	-0.1%	-$21	﹤0.01%	741
2020 Q3	$16K	Hold	936	–	–	﹤0.01%	670
2020 Q2	$14K	Buy	936 +18	+2%	+$241	﹤0.01%	619
2020 Q1	$12K	Buy	+918	New	+$17.5K	﹤0.01%	599

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

BAM

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

Bank Julius Baer & Co's JEF Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 936 shares — an estimated $35K sold.

Bank Julius Baer & Co first reported a position in JEF in Q1 2020 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

Bank Julius Baer & Co reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
Bank Julius Baer & Co sold 936 Jefferies Financial Group shares in Q1 2022, an estimated $35K.
Bank Julius Baer & Co first reported a position in Jefferies Financial Group in Q1 2020 and held it in 8 quarters.
Bank Julius Baer & Co's Jefferies Financial Group position peaked at $35K in Q4 2021.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.