C.M. Bidwell & Associates’s Jefferies Financial Group JEF Stock Holding History

C.M. Bidwell & Associates’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 Q4	–	Sell	-4,232	Closed	-$155K	–	535
2023 Q3	$155K	Buy	4,232 +58	+1%	+$2.08K	0.12%	149
2023 Q2	$138K	Hold	4,174	–	–	0.1%	176
2023 Q1	$132K	Sell	4,174 -506	-11%	-$18.3K	0.1%	179
2022 Q4	$153K	Hold	4,680	–	–	0.12%	155
2022 Q3	$132K	Buy	+4,680	New	+$142K	0.11%	166
2019 Q4	–	Sell	-18,901	Closed	-$332K	–	427
2019 Q3	$332K	Buy	+18,901	New	+$337K	0.33%	89
2018 Q1	–	Sell	-9,663	Closed	-$229K	–	412
2017 Q4	$229K	Buy	+9,663	New	+$223K	0.2%	139
2017 Q3	–	Sell	-156,404	Closed	-$3.66M	–	341
2017 Q2	$3.66M	Buy	156,404 +132,369	+551%	+$3.02M	0.78%	65
2017 Q1	$559K	Sell	24,035 -224,911	-90%	-$5.03M	0.13%	93
2016 Q4	$5.18M	Sell	248,946 -9,764	-4%	-$182K	1.22%	22
2016 Q3	$4.41M	Buy	+258,710	New	+$4.29M	1.05%	21

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

C.M. Bidwell & Associates's JEF Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Jefferies Financial Group (JEF) in Q4 2023, closing a stake of 4,232 shares — an estimated $155K sold.

C.M. Bidwell & Associates first reported a position in JEF in Q3 2016 and held it in 11 quarters. The position peaked at $5.18M in Q4 2016. 475 funds tracked by Wall St. Rank hold JEF as of Q4 2023.

C.M. Bidwell & Associates reported no remaining Jefferies Financial Group position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 4,232 Jefferies Financial Group shares in Q4 2023, an estimated $155K.
C.M. Bidwell & Associates first reported a position in Jefferies Financial Group in Q3 2016 and held it in 11 quarters.
C.M. Bidwell & Associates's Jefferies Financial Group position peaked at $5.18M in Q4 2016.
475 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.