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Cerebellum’s Jefferies Financial Group JEF Stock Holding History

Cerebellum’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
2020
Q3 		– Sell
-5,012
Closed -$127K – 481
2020
Q2 		$127K Buy
+5,012
New +$67.1K 0.09% 202
2018
Q4 		– Sell
-8,434
Closed -$166K – 491
2018
Q3 		$166K Hold
8,434
– – 0.26% 296
2018
Q2 		$172K Sell
8,434
-1,040
-11% -$21.8K 0.29% 219
2018
Q1 		$193K Buy
9,474
+4,121
+77% +$93.4K 0.25% 65
2017
Q4 		$127K Buy
+5,353
New +$123K 0.09% 202

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerebellum's JEF Position: Q3 2020 in Review

Cerebellum sold out of Jefferies Financial Group (JEF) in Q3 2020, closing a stake of 5,012 shares — an estimated $127K sold.

Cerebellum first reported a position in JEF in Q4 2017 and held it in 5 quarters. The position peaked at $193K in Q1 2018. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • Cerebellum reported no remaining Jefferies Financial Group position as of Q3 2020 after selling out during the quarter.
  • Cerebellum sold 5,012 Jefferies Financial Group shares in Q3 2020, an estimated $127K.
  • Cerebellum first reported a position in Jefferies Financial Group in Q4 2017 and held it in 5 quarters.
  • Cerebellum's Jefferies Financial Group position peaked at $193K in Q1 2018.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.