CSat Investment Advisory’s Jefferies Financial Group JEF Stock Holding History

CSat Investment Advisory’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	-1,659	Closed	-$29K	–	746
2020 Q3	$29K	Buy	1,659 +206	+14%	+$3.37K	﹤0.01%	770
2020 Q2	$22K	Buy	1,453 +742	+104%	+$9.94K	﹤0.01%	808
2020 Q1	$9K	Buy	711 +115	+19%	+$2.19K	﹤0.01%	939
2019 Q4	$12K	Buy	596 +73	+14%	+$1.38K	﹤0.01%	934
2019 Q3	$9K	Sell	523 -4,063	-89%	-$72.3K	﹤0.01%	955
2019 Q2	$79K	Buy	4,586 +1,174	+34%	+$20.1K	0.03%	342
2019 Q1	$57K	Buy	3,412 +234	+7%	+$4.13K	0.03%	153
2018 Q4	$49K	Buy	3,178 +1,674	+111%	+$30.6K	0.03%	158
2018 Q3	$30K	Buy	1,504 +303	+25%	+$6.32K	0.02%	173
2018 Q2	$24K	Buy	+1,201	New	+$25.2K	0.01%	188

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BAM

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DSC

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

CSat Investment Advisory's JEF Position: Q4 2020 in Review

CSat Investment Advisory sold out of Jefferies Financial Group (JEF) in Q4 2020, closing a stake of 1,659 shares — an estimated $29K sold.

CSat Investment Advisory first reported a position in JEF in Q2 2018 and held it in 10 quarters. The position peaked at $79K in Q2 2019. 400 funds tracked by Wall St. Rank hold JEF as of Q4 2020.

CSat Investment Advisory reported no remaining Jefferies Financial Group position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 1,659 Jefferies Financial Group shares in Q4 2020, an estimated $29K.
CSat Investment Advisory first reported a position in Jefferies Financial Group in Q2 2018 and held it in 10 quarters.
CSat Investment Advisory's Jefferies Financial Group position peaked at $79K in Q2 2019.
400 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.