CFA
JEF icon

Cahill Financial Advisors’s Jefferies Financial Group JEF Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-432
Closed -$16K – 498
2021
Q3 		$16K Buy
+432
New +$14.5K ﹤0.01% 486

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cahill Financial Advisors's JEF Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 432 shares — an estimated $16K sold.

Cahill Financial Advisors first reported a position in JEF in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 432 Jefferies Financial Group shares in Q4 2021, an estimated $16K.
  • Cahill Financial Advisors first reported a position in Jefferies Financial Group in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Jefferies Financial Group position peaked at $16K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.