Berman Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1.14M	Buy	32,106 +563	+2%	+$18.8K	0.18%	68
2021 Q2	$1.03M	Buy	31,543 +1,771	+6%	+$54K	0.16%	67
2021 Q1	$856K	Hold	29,772	–	–	0.18%	63
2020 Q4	$699K	Buy	29,772 +2	+0%	+$42	0.17%	64
2020 Q3	$511K	Buy	29,770 +2	+0%	+$33	0.15%	71
2020 Q2	$441K	Sell	29,768 -823	-3%	-$11K	0.12%	76
2020 Q1	$399K	Buy	30,591 +256	+0.8%	+$4.89K	0.13%	73
2019 Q4	$619K	Sell	30,335 -105	-0.3%	-$1.99K	0.18%	60
2019 Q3	$535K	Sell	30,440 -2,070	-6%	-$36.9K	0.17%	65
2019 Q2	$559K	Sell	32,510 -122	-0.4%	-$2.09K	0.18%	60
2019 Q1	$548K	Sell	32,632 -2,345	-7%	-$41.4K	0.18%	61
2018 Q4	$543K	Buy	34,977 +24	+0.1%	+$439	0.21%	50
2018 Q3	$687K	Sell	34,953 -8	-0%	-$167	0.29%	43
2018 Q2	$711K	Buy	34,961 +91	+0.3%	+$1.91K	0.25%	48
2018 Q1	$709K	Buy	34,870 +16	+0%	+$363	0.27%	46
2017 Q4	$826K	Buy	+34,854	New	+$804K	0.27%	45

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Berman Capital Advisors's JEF Position: Q3 2021 in Review

Berman Capital Advisors increased its Jefferies Financial Group (JEF) stake by 1.8% in Q3 2021, buying an estimated $18.8K and bringing the position to 32,106 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #68.

Berman Capital Advisors first reported a position in JEF in Q4 2017 and has held it in 16 quarters since. 474 funds tracked by Wall St. Rank hold JEF as of Q3 2021.

Berman Capital Advisors held 32,106 shares of Jefferies Financial Group worth $1.14M as of Q3 2021.
Berman Capital Advisors bought 563 Jefferies Financial Group shares in Q3 2021, an estimated $18.8K.
Jefferies Financial Group made up 0.18% of Berman Capital Advisors's portfolio in Q3 2021, its #68 holding.
Berman Capital Advisors first reported a position in Jefferies Financial Group in Q4 2017 and has held it in 16 quarters since.
474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.