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 $5.7T AUM 30.48% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return