Denali Advisors’s Jefferies Financial Group JEF Stock Holding History

Denali 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
2024 Q1	–	Sell	-613	Closed	-$24.8K	–	471
2023 Q4	$24.8K	Sell	613 -212	-26%	-$7.5K	0.01%	315
2023 Q3	$30.2K	Hold	825	–	–	0.01%	316
2023 Q2	$27.4K	Buy	+825	New	+$25.7K	0.01%	321
2022 Q3	–	Sell	-941	Closed	-$25K	–	384
2022 Q2	$25K	Buy	941 +418	+80%	+$12.4K	0.01%	283
2022 Q1	$16K	Buy	+523	New	+$17.8K	0.01%	321
2014 Q2	–	Sell	-208,568	Closed	-$5.23M	–	279
2014 Q1	$5.23M	Buy	208,568 +42,451	+26%	+$1.05M	1.51%	19
2013 Q4	$4.21M	Buy	166,117 +7,485	+5%	+$189K	1.32%	26
2013 Q3	$3.87M	Sell	158,632 -11,395	-7%	-$273K	1.33%	27
2013 Q2	$3.99M	Buy	+170,027	New	+$4.47M	1.49%	18

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Denali Advisors's JEF Position: Q1 2024 in Review

Denali Advisors sold out of Jefferies Financial Group (JEF) in Q1 2024, closing a stake of 613 shares — an estimated $24.8K sold.

Denali Advisors first reported a position in JEF in Q2 2013 and held it in 9 quarters. The position peaked at $5.23M in Q1 2014. 482 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

Denali Advisors reported no remaining Jefferies Financial Group position as of Q1 2024 after selling out during the quarter.
Denali Advisors sold 613 Jefferies Financial Group shares in Q1 2024, an estimated $24.8K.
Denali Advisors first reported a position in Jefferies Financial Group in Q2 2013 and held it in 9 quarters.
Denali Advisors's Jefferies Financial Group position peaked at $5.23M in Q1 2014.
482 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Denali Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.