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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Clear Harbor Asset Management's JEF Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Jefferies Financial Group (JEF) in Q4 2020, closing a stake of 628 shares — an estimated $10.8K sold.

Clear Harbor Asset Management first reported a position in JEF in Q4 2014 and held it in 5 quarters. The position peaked at $267K in Q4 2014. 400 funds tracked by Wall St. Rank hold JEF as of Q4 2020.

Clear Harbor Asset Management reported no remaining Jefferies Financial Group position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 628 Jefferies Financial Group shares in Q4 2020, an estimated $10.8K.
Clear Harbor Asset Management first reported a position in Jefferies Financial Group in Q4 2014 and held it in 5 quarters.
Clear Harbor Asset Management's Jefferies Financial Group position peaked at $267K in Q4 2014.
400 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.