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Birch Run Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Birch Run 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
2020
Q1 		– Sell
-230,120
Closed -$4.7M – 19
2019
Q4 		$4.7M Hold
230,120
– – 1.63% 10
2019
Q3 		$4.05M Sell
230,120
-15,648
-6% -$279K 1.22% 13
2019
Q2 		$4.23M Hold
245,768
– – 1.45% 14
2019
Q1 		$4.13M Buy
+245,768
New +$4.34M 1.31% 12

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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birch Run Capital Advisors's JEF Position: Q1 2020 in Review

Birch Run Capital Advisors sold out of Jefferies Financial Group (JEF) in Q1 2020, closing a stake of 230,120 shares — an estimated $4.7M sold.

Birch Run Capital Advisors first reported a position in JEF in Q1 2019 and held it in 4 quarters. The position peaked at $4.7M in Q4 2019. 391 funds tracked by Wall St. Rank hold JEF as of Q1 2020.

  • Birch Run Capital Advisors reported no remaining Jefferies Financial Group position as of Q1 2020 after selling out during the quarter.
  • Birch Run Capital Advisors sold 230,120 Jefferies Financial Group shares in Q1 2020, an estimated $4.7M.
  • Birch Run Capital Advisors first reported a position in Jefferies Financial Group in Q1 2019 and held it in 4 quarters.
  • Birch Run Capital Advisors's Jefferies Financial Group position peaked at $4.7M in Q4 2019.
  • 391 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2020.

Based on Birch Run Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.