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Burney Company’s Jefferies Financial Group JEF Stock Holding History

Burney 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
Q4 		– Sell
-7,744
Closed -$218K – 557
2022
Q3 		$218K Sell
7,744
-13,310
-63% -$403K 0.01% 518
2022
Q2 		$556K Buy
21,054
+157
+0.8% +$4.64K 0.03% 395
2022
Q1 		$656K Buy
20,897
+52
+0.2% +$1.77K 0.03% 390
2021
Q4 		$773K Buy
20,845
+443
+2% +$17.1K 0.03% 365
2021
Q3 		$724K Buy
+20,402
New +$683K 0.03% 359

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Burney Company's JEF Position: Q4 2022 in Review

Burney Company sold out of Jefferies Financial Group (JEF) in Q4 2022, closing a stake of 7,744 shares — an estimated $218K sold.

Burney Company first reported a position in JEF in Q3 2021 and held it in 5 quarters. The position peaked at $773K in Q4 2021. 469 funds tracked by Wall St. Rank hold JEF as of Q4 2022.

  • Burney Company reported no remaining Jefferies Financial Group position as of Q4 2022 after selling out during the quarter.
  • Burney Company sold 7,744 Jefferies Financial Group shares in Q4 2022, an estimated $218K.
  • Burney Company first reported a position in Jefferies Financial Group in Q3 2021 and held it in 5 quarters.
  • Burney Company's Jefferies Financial Group position peaked at $773K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2022.

Based on Burney Company's 13F filing for Q4 2022, filed 6 Feb 2023.