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Delek Group’s Jefferies Financial Group JEF Stock Holding History

Delek Group’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
2019
Q2 		$1.53M Sell
90,890
-3,062
-3% -$52.5K 0.06% 155
2019
Q1 		$1.57M Sell
93,952
-8,040
-8% -$142K 0.07% 150
2018
Q4 		$1.75M Buy
+101,992
New +$1.87M 0.08% 162

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Delek Group's JEF Position: Q2 2019 in Review

Delek Group reduced its Jefferies Financial Group (JEF) stake by 3.3% in Q2 2019, selling an estimated $52.5K and leaving 90,890 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #155.

Delek Group first reported a position in JEF in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.75M in Q4 2018. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2019.

  • Delek Group held 90,890 shares of Jefferies Financial Group worth $1.53M as of Q2 2019.
  • Delek Group sold 3,062 Jefferies Financial Group shares in Q2 2019, an estimated $52.5K.
  • Jefferies Financial Group made up 0.06% of Delek Group's portfolio in Q2 2019, its #155 holding.
  • Delek Group first reported a position in Jefferies Financial Group in Q4 2018 and has held it in 3 quarters since.
  • Delek Group's Jefferies Financial Group position peaked at $1.75M in Q4 2018.
  • 426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2019.

Based on Delek Group's 13F filing for Q2 2019, filed 8 Aug 2019.