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Disciplined Investments’s Jefferies Financial Group JEF Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-51
Closed -$1.69K – 834
2023
Q2 		$1.69K Sell
51
-3
-6% -$94 ﹤0.01% 730
2023
Q1 		$1.71K Sell
54
-2
-4% -$72 ﹤0.01% 730
2022
Q4 		$1.85K Sell
56
-2
-3% -$66 ﹤0.01% 656
2022
Q3 		$2K Buy
58
+15
+35% +$454 ﹤0.01% 660
2022
Q2 		$1K Sell
43
-9
-17% -$266 ﹤0.01% 978
2022
Q1 		$2K Buy
+52
New +$1.77K ﹤0.01% 719

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplined Investments's JEF Position: Q3 2023 in Review

Disciplined Investments sold out of Jefferies Financial Group (JEF) in Q3 2023, closing a stake of 51 shares — an estimated $1.69K sold.

Disciplined Investments first reported a position in JEF in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 438 funds tracked by Wall St. Rank hold JEF as of Q3 2023.

  • Disciplined Investments reported no remaining Jefferies Financial Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 51 Jefferies Financial Group shares in Q3 2023, an estimated $1.69K.
  • Disciplined Investments first reported a position in Jefferies Financial Group in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Jefferies Financial Group position peaked at $2K in Q3 2022.
  • 438 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.