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Credit Suisse’s Jefferies Financial Group JEF Stock Holding History

Credit Suisse’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
2018
Q2 		– Sell
-368,652
Closed -$7.5M – 4061
2018
Q1 		$7.5M Buy
+368,652
New +$8.35M 0.01% 1429

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse's JEF Position: Q1 2024 in Review

Credit Suisse reduced its Jefferies Financial Group (JEF) stake by 2.3% in Q1 2024, selling an estimated $184K and leaving 185,996 shares worth $8.2M. The position accounts for 0.01% of the portfolio, ranked #1022.

Credit Suisse first reported a position in JEF in Q2 2013 and has held it in 44 quarters since. The position peaked at $23.6M in Q2 2013. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

  • Credit Suisse held 185,996 shares of Jefferies Financial Group worth $8.2M as of Q1 2024.
  • Credit Suisse sold 4,411 Jefferies Financial Group shares in Q1 2024, an estimated $184K.
  • Jefferies Financial Group made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #1022 holding.
  • Credit Suisse first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Jefferies Financial Group position peaked at $23.6M in Q2 2013.
  • 481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.