DGAM
JEF icon

Desjardins Global Asset Management’s Jefferies Financial Group JEF Stock Holding History

Desjardins Global Asset Management’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
2023
Q4 		$17.5K Hold
434
– – ﹤0.01% 608
2023
Q3 		$15.9K Hold
434
– – ﹤0.01% 621
2023
Q2 		$14.4K Hold
434
– – ﹤0.01% 601
2023
Q1 		$14K Buy
+434
New +$15.7K ﹤0.01% 602

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
State Street
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Desjardins Global Asset Management's JEF Position: Q4 2023 in Review

Desjardins Global Asset Management held its Jefferies Financial Group (JEF) position steady in Q4 2023 at 434 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Desjardins Global Asset Management first reported a position in JEF in Q1 2023 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold JEF as of Q4 2023.

  • Desjardins Global Asset Management held 434 shares of Jefferies Financial Group worth $17.5K as of Q4 2023.
  • Desjardins Global Asset Management left its Jefferies Financial Group share count unchanged in Q4 2023.
  • Jefferies Financial Group made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #608 holding.
  • Desjardins Global Asset Management first reported a position in Jefferies Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.