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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
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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Byrne Asset Management's JEF Position: Q3 2023 in Review

Byrne Asset Management sold out of Jefferies Financial Group (JEF) in Q3 2023, closing a stake of 1,150 shares — an estimated $38K sold.

Byrne Asset Management first reported a position in JEF in Q4 2021 and held it in 7 quarters. The position peaked at $45K in Q4 2021. 438 funds tracked by Wall St. Rank hold JEF as of Q3 2023.

  • Byrne Asset Management reported no remaining Jefferies Financial Group position as of Q3 2023 after selling out during the quarter.
  • Byrne Asset Management sold 1,150 Jefferies Financial Group shares in Q3 2023, an estimated $38K.
  • Byrne Asset Management first reported a position in Jefferies Financial Group in Q4 2021 and held it in 7 quarters.
  • Byrne Asset Management's Jefferies Financial Group position peaked at $45K in Q4 2021.
  • 438 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2023.

Based on Byrne Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.