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Dai-ichi Life Insurance Company’s Jefferies Financial Group JEF Stock Holding History

Dai-ichi Life Insurance Company’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
-31,380
Closed -$540K – 530
2020
Q3 		$540K Hold
31,380
– – 0.01% 433
2020
Q2 		$467K Sell
31,380
-5,857
-16% -$78.5K 0.01% 434
2020
Q1 		$487K Buy
+37,237
New +$711K 0.02% 433

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
FPA
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dai-ichi Life Insurance Company's JEF Position: Q4 2020 in Review

Dai-ichi Life Insurance Company sold out of Jefferies Financial Group (JEF) in Q4 2020, closing a stake of 31,380 shares — an estimated $540K sold.

Dai-ichi Life Insurance Company first reported a position in JEF in Q1 2020 and held it in 3 quarters. The position peaked at $540K in Q3 2020. 400 funds tracked by Wall St. Rank hold JEF as of Q4 2020.

  • Dai-ichi Life Insurance Company reported no remaining Jefferies Financial Group position as of Q4 2020 after selling out during the quarter.
  • Dai-ichi Life Insurance Company sold 31,380 Jefferies Financial Group shares in Q4 2020, an estimated $540K.
  • Dai-ichi Life Insurance Company first reported a position in Jefferies Financial Group in Q1 2020 and held it in 3 quarters.
  • Dai-ichi Life Insurance Company's Jefferies Financial Group position peaked at $540K in Q3 2020.
  • 400 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2020.

Based on Dai-ichi Life Insurance Company's 13F filing for Q4 2020, filed 11 Feb 2021.