E. Ohman J:or Asset Management’s Jefferies Financial Group JEF Stock Holding History

E. Ohman J:or 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
2018 Q2	–	Sell	-8,155	Closed	-$166K	–	454
2018 Q1	$166K	Hold	8,155	–	–	0.01%	501
2017 Q4	$193K	Hold	8,155	–	–	0.02%	493
2017 Q3	$184K	Buy	8,155 +223	+3%	+$5K	0.02%	469
2017 Q2	$186K	Hold	7,932	–	–	0.02%	465
2017 Q1	$185K	Hold	7,932	–	–	0.02%	449
2016 Q4	$165K	Hold	7,932	–	–	0.02%	458
2016 Q3	$135K	Hold	7,932	–	–	0.02%	466
2016 Q2	$123K	Hold	7,932	–	–	0.02%	451
2016 Q1	$115K	Hold	7,932	–	–	0.02%	460
2015 Q4	$123K	Hold	7,932	–	–	0.02%	456
2015 Q3	$144K	Hold	7,932	–	–	0.04%	404
2015 Q2	$172K	Hold	7,932	–	–	0.04%	396
2015 Q1	$158K	Hold	7,932	–	–	0.04%	430
2014 Q4	$161K	Hold	7,932	–	–	0.04%	429
2014 Q3	$169K	Hold	7,932	–	–	0.04%	397
2014 Q2	$186K	Hold	7,932	–	–	0.05%	381
2014 Q1	$199K	Hold	7,932	–	–	0.05%	367
2013 Q4	$201K	Hold	7,932	–	–	0.05%	363
2013 Q3	$193K	Hold	7,932	–	–	0.05%	378
2013 Q2	$186K	Buy	+7,932	New	+$208K	0.05%	363

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

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

E. Ohman J:or Asset Management's JEF Position: Q2 2018 in Review

E. Ohman J:or Asset Management sold out of Jefferies Financial Group (JEF) in Q2 2018, closing a stake of 8,155 shares — an estimated $166K sold.

E. Ohman J:or Asset Management first reported a position in JEF in Q2 2013 and held it in 20 quarters. The position peaked at $201K in Q4 2013. 449 funds tracked by Wall St. Rank hold JEF as of Q2 2018.

E. Ohman J:or Asset Management reported no remaining Jefferies Financial Group position as of Q2 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 8,155 Jefferies Financial Group shares in Q2 2018, an estimated $166K.
E. Ohman J:or Asset Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 20 quarters.
E. Ohman J:or Asset Management's Jefferies Financial Group position peaked at $201K in Q4 2013.
449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2018, filed 5 Apr 2024.