Capital Research Global Investors
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Capital Research Global Investors’s Jefferies Financial Group JEF Stock Holding History

Capital Research Global Investors’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
2018
Q2 		– Sell
-4,437,232
Closed -$90.3M – 448
2018
Q1 		$90.3M Sell
4,437,232
-422,275
-9% -$9.57M 0.03% 299
2017
Q4 		$115M Sell
4,859,507
-3,857,769
-44% -$89M 0.03% 270
2017
Q3 		$197M Hold
8,717,276
– – 0.06% 228
2017
Q2 		$204M Sell
8,717,276
-668,043
-7% -$15.2M 0.06% 225
2017
Q1 		$218M Hold
9,385,319
– – 0.07% 218
2016
Q4 		$195M Buy
9,385,319
+3,857,770
+70% +$72.1M 0.06% 230
2016
Q3 		$94.2M Hold
5,527,549
– – 0.03% 275
2016
Q2 		$85.7M Buy
+5,527,549
New +$84.4M 0.03% 287
2014
Q2 		– Sell
-2,587,087
Closed -$64.8M – 442
2014
Q1 		$64.8M Hold
2,587,087
– – 0.02% 320
2013
Q4 		$65.6M Sell
2,587,087
-125,566
-5% -$3.18M 0.02% 314
2013
Q3 		$66.1M Buy
2,712,653
+144,037
+6% +$3.45M 0.03% 311
2013
Q2 		$60.3M Buy
+2,568,616
New +$67.5M 0.03% 306

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors's JEF Position: Q2 2018 in Review

Capital Research Global Investors sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 4,437,232 shares — an estimated $90.3M sold.

Capital Research Global Investors first reported a position in JEF in Q2 2013 and held it in 12 quarters. The position peaked at $218M in Q1 2017. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

  • Capital Research Global Investors reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
  • Capital Research Global Investors sold 4,437,232 Jefferies Financial Group shares in Q2 2018, an estimated $90.3M.
  • Capital Research Global Investors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 12 quarters.
  • Capital Research Global Investors's Jefferies Financial Group position peaked at $218M in Q1 2017.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on Capital Research Global Investors's 13F filing for Q2 2018, filed 14 Aug 2018.