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D'Orazio & Associates’s Jefferies Financial Group JEF Stock Holding History

D'Orazio & Associates’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
2021
Q4 		– Sell
-40
Closed -$1K – 405
2021
Q3 		$1K Buy
+40
New +$1.34K ﹤0.01% 732

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D'Orazio & Associates's JEF Position: Q4 2021 in Review

D'Orazio & Associates sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 40 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in JEF in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

  • D'Orazio & Associates reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 40 Jefferies Financial Group shares in Q4 2021, an estimated $1K.
  • D'Orazio & Associates first reported a position in Jefferies Financial Group in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Jefferies Financial Group position peaked at $1K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.