EBA
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Eagle Bay Advisors’s Jefferies Financial Group JEF Stock Holding History

Eagle Bay 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
2022
Q4 		– Sell
-1,674
Closed -$47K – 991
2022
Q3 		$47K Sell
1,674
-418
-20% -$12.7K 0.03% 348
2022
Q2 		$55.2K Buy
+2,092
New +$61.8K 0.03% 343
2022
Q1 		– Sell
-2,066
Closed -$77K – 624
2021
Q4 		$77K Sell
2,066
-2,327
-53% -$89.6K 0.05% 250
2021
Q3 		$156K Buy
4,393
+1,987
+83% +$66.5K 0.09% 155
2021
Q2 		$76K Buy
+2,406
New +$73.4K 0.06% 202

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return