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Citizens Financial Group’s Jefferies Financial Group JEF Stock Holding History

Citizens Financial Group’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
-65
Closed -$1K – 581
2020
Q2 		$1K Hold
65
– – ﹤0.01% 1035
2020
Q1 		$1K Sell
65
-573
-90% -$10.9K ﹤0.01% 1080
2019
Q4 		$13K Buy
638
+402
+170% +$7.61K ﹤0.01% 698
2019
Q3 		$4K Sell
236
-187
-44% -$3.33K ﹤0.01% 703
2019
Q2 		$7K Buy
423
+267
+171% +$4.58K ﹤0.01% 615
2019
Q1 		$3K Buy
+156
New +$2.75K ﹤0.01% 648
2018
Q4 		– Sell
-112
Closed -$2K – 556
2018
Q3 		$2K Buy
+112
New +$2.33K ﹤0.01% 533

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

Citizens Financial Group's JEF Position: Q3 2020 in Review

Citizens Financial Group sold out of Jefferies Financial Group (JEF) in Q3 2020, closing a stake of 65 shares — an estimated $1K sold.

Citizens Financial Group first reported a position in JEF in Q3 2018 and held it in 7 quarters. The position peaked at $13K in Q4 2019. 361 funds tracked by Wall St. Rank hold JEF as of Q3 2020.

  • Citizens Financial Group reported no remaining Jefferies Financial Group position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 65 Jefferies Financial Group shares in Q3 2020, an estimated $1K.
  • Citizens Financial Group first reported a position in Jefferies Financial Group in Q3 2018 and held it in 7 quarters.
  • Citizens Financial Group's Jefferies Financial Group position peaked at $13K in Q4 2019.
  • 361 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.