BBA
JEF icon

BLB&B Advisors’s Jefferies Financial Group JEF Stock Holding History

BLB&B 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
2024
Q3 		– Sell
-4,619
Closed -$230K – 291
2024
Q2 		$230K Sell
4,619
-200
-4% -$8.98K 0.01% 250
2024
Q1 		$213K Buy
+4,819
New +$201K 0.01% 263

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BLB&B Advisors's JEF Position: Q3 2024 in Review

BLB&B Advisors sold out of Jefferies Financial Group (JEF) in Q3 2024, closing a stake of 4,619 shares — an estimated $230K sold.

BLB&B Advisors first reported a position in JEF in Q1 2024 and held it in 2 quarters. The position peaked at $230K in Q2 2024. 533 funds tracked by Wall St. Rank hold JEF as of Q3 2024.

  • BLB&B Advisors reported no remaining Jefferies Financial Group position as of Q3 2024 after selling out during the quarter.
  • BLB&B Advisors sold 4,619 Jefferies Financial Group shares in Q3 2024, an estimated $230K.
  • BLB&B Advisors first reported a position in Jefferies Financial Group in Q1 2024 and held it in 2 quarters.
  • BLB&B Advisors's Jefferies Financial Group position peaked at $230K in Q2 2024.
  • 533 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2024.

Based on BLB&B Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.