Byrne Asset Management’s Jefferies Financial Group JEF Stock Holding History

Byrne Asset Management’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
2023 Q3	–	Sell	-1,150	Closed	-$38K	–	552
2023 Q2	$38K	Hold	1,150	–	–	0.02%	264
2023 Q1	$37K	Sell	1,150 -53	-4%	-$1.92K	0.03%	249
2022 Q4	$39.4K	Hold	1,203	–	–	0.03%	251
2022 Q3	$34K	Hold	1,203	–	–	0.03%	234
2022 Q2	$32K	Hold	1,203	–	–	0.02%	229
2022 Q1	$38K	Hold	1,203	–	–	0.02%	233
2021 Q4	$45K	Buy	+1,203	New	+$46.3K	0.03%	224

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

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

Dimensional Fund Advisors

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return