Cambridge Trust’s Jefferies Financial Group JEF Stock Holding History

Cambridge Trust’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
2024 Q1	$29.9K	Hold	679	–	–	﹤0.01%	481
2023 Q4	$27.4K	Hold	679	–	–	﹤0.01%	480
2023 Q3	$24.9K	Hold	679	–	–	﹤0.01%	478
2023 Q2	$22.5K	Hold	679	–	–	﹤0.01%	513
2023 Q1	$21.6K	Sell	679 -31	-4%	-$1.12K	﹤0.01%	547
2022 Q4	$23K	Sell	710 -281	-28%	-$9.34K	﹤0.01%	543
2022 Q3	$28K	Sell	991 -132	-12%	-$4K	﹤0.01%	519
2022 Q2	$30K	Buy	1,123 +132	+13%	+$3.9K	﹤0.01%	558
2022 Q1	$31K	Hold	991	–	–	﹤0.01%	610
2021 Q4	$37K	Buy	+991	New	+$38.2K	﹤0.01%	575

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

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

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

Cambridge Trust's JEF Position: Q1 2024 in Review

Cambridge Trust held its Jefferies Financial Group (JEF) position steady in Q1 2024 at 679 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Cambridge Trust first reported a position in JEF in Q4 2021 and has held it in 10 quarters since. The position peaked at $37K in Q4 2021. 482 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

Cambridge Trust held 679 shares of Jefferies Financial Group worth $29.9K as of Q1 2024.
Cambridge Trust left its Jefferies Financial Group share count unchanged in Q1 2024.
Jefferies Financial Group made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #481 holding.
Cambridge Trust first reported a position in Jefferies Financial Group in Q4 2021 and has held it in 10 quarters since.
Cambridge Trust's Jefferies Financial Group position peaked at $37K in Q4 2021.
482 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.