CIBC World Market
JEF icon

CIBC World Market’s Jefferies Financial Group JEF Stock Holding History

CIBC World Market’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
Q4 		– Sell
-50,909
Closed -$1.81M – 1372
2021
Q3 		$1.81M Buy
+50,909
New +$1.7M 0.01% 621
2018
Q4 		– Sell
-15,010
Closed -$295K – 1158
2018
Q3 		$295K Sell
15,010
-1,102
-7% -$23K ﹤0.01% 975
2018
Q2 		$328K Sell
16,112
-2,066
-11% -$43.3K ﹤0.01% 944
2018
Q1 		$370K Buy
+18,178
New +$412K ﹤0.01% 935
2017
Q2 		– Sell
-10,244
Closed -$238K – 1168
2017
Q1 		$238K Buy
+10,244
New +$229K ﹤0.01% 901
2014
Q4 		– Sell
-193,926
Closed -$4.14M – 847
2014
Q3 		$4.14M Buy
193,926
+7,115
+4% +$160K 0.01% 174
2014
Q2 		$4.38M Buy
186,811
+24,307
+15% +$564K 0.02% 163
2014
Q1 		$4.07M Buy
+162,504
New +$4.01M 0.02% 165
2013
Q4 		– Sell
-26,811
Closed -$654K – 688
2013
Q3 		$654K Buy
+26,811
New +$642K ﹤0.01% 394

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return