Benjamin F. Edwards & Company’s Jefferies Financial Group JEF Stock Holding History

Benjamin F. Edwards & Company’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	-366	Closed	-$10K	–	1870
2022 Q2	$10K	Hold	366	–	–	﹤0.01%	1382
2022 Q1	$11K	Hold	366	–	–	﹤0.01%	1342
2021 Q4	$14K	Hold	366	–	–	﹤0.01%	1313
2021 Q3	$13K	Hold	366	–	–	﹤0.01%	1330
2021 Q2	$12K	Hold	366	–	–	﹤0.01%	1341
2021 Q1	$11K	Hold	366	–	–	﹤0.01%	1332
2020 Q4	$9K	Hold	366	–	–	﹤0.01%	1304
2020 Q3	$6K	Hold	366	–	–	﹤0.01%	1387
2020 Q2	$5K	Hold	366	–	–	﹤0.01%	1429
2020 Q1	$5K	Hold	366	–	–	﹤0.01%	1421
2019 Q4	$7K	Hold	366	–	–	﹤0.01%	1519
2019 Q3	$6K	Sell	366 -25	-6%	-$445	﹤0.01%	1531
2019 Q2	$7K	Hold	391	–	–	﹤0.01%	1522
2019 Q1	$7K	Buy	391 +56	+17%	+$988	﹤0.01%	1408
2018 Q4	$5K	Buy	+335	New	+$6.13K	﹤0.01%	1456
2018 Q3	–	Sell	-87	Closed	-$2K	–	1630
2018 Q2	$2K	Hold	87	–	–	﹤0.01%	1524
2018 Q1	$2K	Hold	87	–	–	﹤0.01%	1522
2017 Q4	$2K	Buy	+87	New	+$2.01K	﹤0.01%	1486

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

Benjamin F. Edwards & Company's JEF Position: Q3 2022 in Review

Benjamin F. Edwards & Company sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 366 shares — an estimated $10K sold.

Benjamin F. Edwards & Company first reported a position in JEF in Q4 2017 and held it in 18 quarters. The position peaked at $14K in Q4 2021. 423 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

Benjamin F. Edwards & Company reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 366 Jefferies Financial Group shares in Q3 2022, an estimated $10K.
Benjamin F. Edwards & Company first reported a position in Jefferies Financial Group in Q4 2017 and held it in 18 quarters.
Benjamin F. Edwards & Company's Jefferies Financial Group position peaked at $14K in Q4 2021.
423 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2022, filed 28 Oct 2022.