BP’s Jefferies Financial Group JEF Stock Holding History

BP’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 Q2	–	Sell	-29,288	Closed	-$383K	–	545
2020 Q1	$383K	Hold	29,288	–	–	0.02%	484
2019 Q4	$598K	Hold	29,288	–	–	0.02%	486
2019 Q3	$515K	Buy	+29,288	New	+$521K	0.02%	498

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

BP's JEF Position: Q2 2020 in Review

BP sold out of Jefferies Financial Group (JEF) in Q2 2020, closing a stake of 29,288 shares — an estimated $383K sold.

BP first reported a position in JEF in Q3 2019 and held it in 3 quarters. The position peaked at $598K in Q4 2019. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

BP reported no remaining Jefferies Financial Group position as of Q2 2020 after selling out during the quarter.
BP sold 29,288 Jefferies Financial Group shares in Q2 2020, an estimated $383K.
BP first reported a position in Jefferies Financial Group in Q3 2019 and held it in 3 quarters.
BP's Jefferies Financial Group position peaked at $598K in Q4 2019.
367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on BP's 13F filing for Q2 2020, filed 5 Aug 2020.