Clear Harbor Asset Management’s Jefferies Financial Group JEF Stock Holding History

Clear Harbor Asset Management’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 Q4	–	Sell	-628	Closed	-$10.8K	–	526
2020 Q3	$10.8K	Buy	+628	New	+$10.3K	﹤0.01%	575
2020 Q1	–	Sell	-628	Closed	-$12.8K	–	484
2019 Q4	$12.8K	Buy	+628	New	+$11.9K	﹤0.01%	584
2015 Q3	–	Sell	-12,093	Closed	-$263K	–	295
2015 Q2	$263K	Sell	12,093 -223	-2%	-$4.76K	0.05%	233
2015 Q1	$246K	Sell	12,316 -978	-7%	-$20.2K	0.05%	236
2014 Q4	$267K	Buy	+13,294	New	+$274K	0.05%	224

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return