DCM Advisors’s Jefferies Financial Group JEF Stock Holding History

DCM Advisors’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 Q2	–	Sell	-27,291	Closed	-$857K	–	220
2022 Q1	$857K	Sell	27,291 -10,320	-27%	-$350K	0.3%	88
2021 Q4	$1.4M	Sell	37,611 -12,024	-24%	-$463K	0.41%	60
2021 Q3	$1.76M	Sell	49,635 -13,884	-22%	-$465K	0.68%	31
2021 Q2	$2.08M	Buy	63,519 +150	+0.2%	+$4.58K	1.18%	9
2021 Q1	$1.82M	Sell	63,369 -6,227	-9%	-$170K	1.06%	10
2020 Q4	$1.64M	Buy	+69,596	New	+$1.46M	0.95%	23

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FPA

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BAM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DCM Advisors's JEF Position: Q2 2022 in Review

DCM Advisors sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 27,291 shares — an estimated $857K sold.

DCM Advisors first reported a position in JEF in Q4 2020 and held it in 6 quarters. The position peaked at $2.08M in Q2 2021. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

DCM Advisors reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
DCM Advisors sold 27,291 Jefferies Financial Group shares in Q2 2022, an estimated $857K.
DCM Advisors first reported a position in Jefferies Financial Group in Q4 2020 and held it in 6 quarters.
DCM Advisors's Jefferies Financial Group position peaked at $2.08M in Q2 2021.
426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on DCM Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.