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BBR Partners’s Jefferies Financial Group JEF Stock Holding History

BBR 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
2019
Q4 		– Sell
-12,552
Closed -$221K – 204
2019
Q3 		$221K Sell
12,552
-48,890
-80% -$870K 0.03% 118
2019
Q2 		$1.06M Hold
61,442
– – 0.17% 46
2019
Q1 		$1.03M Hold
61,442
– – 0.13% 67
2018
Q4 		$955K Buy
+61,442
New +$1.12M 0.13% 69

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BBR Partners's JEF Position: Q4 2019 in Review

BBR Partners sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 12,552 shares — an estimated $221K sold.

BBR Partners first reported a position in JEF in Q4 2018 and held it in 4 quarters. The position peaked at $1.06M in Q2 2019. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

  • BBR Partners reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
  • BBR Partners sold 12,552 Jefferies Financial Group shares in Q4 2019, an estimated $221K.
  • BBR Partners first reported a position in Jefferies Financial Group in Q4 2018 and held it in 4 quarters.
  • BBR Partners's Jefferies Financial Group position peaked at $1.06M in Q2 2019.
  • 412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on BBR Partners's 13F filing for Q4 2019, filed 14 Feb 2020.