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	–	1155
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIBC World Market's JEF Position: Q4 2021 in Review

CIBC World Market sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 50,909 shares — an estimated $1.81M sold.

CIBC World Market first reported a position in JEF in Q3 2013 and held it in 9 quarters. The position peaked at $4.38M in Q2 2014. 505 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

CIBC World Market reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
CIBC World Market sold 50,909 Jefferies Financial Group shares in Q4 2021, an estimated $1.81M.
CIBC World Market first reported a position in Jefferies Financial Group in Q3 2013 and held it in 9 quarters.
CIBC World Market's Jefferies Financial Group position peaked at $4.38M in Q2 2014.
505 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on CIBC World Market's 13F filing for Q4 2021, filed 14 Feb 2022.