Castleview Partners’s Jefferies Financial Group JEF Stock Holding History

Castleview Partners’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 Q2	$3K	Buy	+105	New	+$3.2K	﹤0.01%	835

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Castleview Partners's JEF Position: Q2 2021 in Review

Castleview Partners opened a new position in Jefferies Financial Group (JEF) in Q2 2021: 105 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #835 among its holdings.

433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

Castleview Partners held 105 shares of Jefferies Financial Group worth $3K as of Q2 2021.
Jefferies Financial Group was a new Castleview Partners position in Q2 2021.
Jefferies Financial Group made up ﹤0.01% of Castleview Partners's portfolio in Q2 2021, its #835 holding.
433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.