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Childress Capital Advisors’s Jefferies Financial Group JEF Stock Holding History

Childress Capital 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
Q1 		– Sell
-299
Closed -$7K – 560
2020
Q4 		$7K Buy
+299
New +$6.27K ﹤0.01% 661

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Childress Capital Advisors's JEF Position: Q1 2021 in Review

Childress Capital Advisors sold out of Jefferies Financial Group (JEF) in Q1 2021, closing a stake of 299 shares — an estimated $7K sold.

Childress Capital Advisors first reported a position in JEF in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 450 funds tracked by Wall St. Rank hold JEF as of Q1 2021.

  • Childress Capital Advisors reported no remaining Jefferies Financial Group position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 299 Jefferies Financial Group shares in Q1 2021, an estimated $7K.
  • Childress Capital Advisors first reported a position in Jefferies Financial Group in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's Jefferies Financial Group position peaked at $7K in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.