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CPWM LLC’s Jefferies Financial Group JEF Stock Holding History

CPWM LLC’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
2022
Q3 		$416K Buy
14,760
+32
+0.2% +$969 0.04% 219
2022
Q2 		$389K Hold
14,728
– – 0.03% 265
2022
Q1 		$463K Buy
14,728
+43
+0.3% +$1.46K 0.03% 222
2021
Q4 		$521K Hold
14,685
– – 0.04% 216
2021
Q3 		$521K Buy
14,685
+38
+0.3% +$1.27K 0.05% 176
2021
Q2 		$479K Sell
14,647
-14,190
-49% -$433K 0.04% 198
2021
Q1 		$830K Buy
+28,837
New +$786K 0.07% 165

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return