EARNEST Partners’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150
| Closed | -$5.5K | – | 700 |
|
|
2023
Q3 | $5.5K | Hold |
150
| – | – | ﹤0.01% | 774 |
|
|
2023
Q2 | $4.98K | Hold |
150
| – | – | ﹤0.01% | 804 |
|
|
2023
Q1 | $4.76K | Sell |
150
-7
| -4% | -$253 | ﹤0.01% | 809 |
|
|
2022
Q4 | $5.14K | Hold |
157
| – | – | ﹤0.01% | 780 |
|
|
2022
Q3 | $4K | Hold |
157
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $4K | Hold |
157
| – | – | ﹤0.01% | 853 |
|
|
2022
Q1 | $5K | Hold |
157
| – | – | ﹤0.01% | 842 |
|
|
2021
Q4 | $6K | Hold |
157
| – | – | ﹤0.01% | 811 |
|
|
2021
Q3 | $6K | Hold |
157
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $5K | Hold |
157
| – | – | ﹤0.01% | 857 |
|
|
2021
Q1 | $5K | Hold |
157
| – | – | ﹤0.01% | 847 |
|
|
2020
Q4 | $4K | Hold |
157
| – | – | ﹤0.01% | 881 |
|
|
2020
Q3 | $3K | Hold |
157
| – | – | ﹤0.01% | 892 |
|
|
2020
Q2 | $2K | Hold |
157
| – | – | ﹤0.01% | 936 |
|
|
2020
Q1 | $2K | Hold |
157
| – | – | ﹤0.01% | 894 |
|
|
2019
Q4 | $3K | Hold |
157
| – | – | ﹤0.01% | 927 |
|
|
2019
Q3 | $3K | Sell |
157
-11
| -7% | -$196 | ﹤0.01% | 898 |
|
|
2019
Q2 | $3K | Hold |
168
| – | – | ﹤0.01% | 916 |
|
|
2019
Q1 | $3K | Hold |
168
| – | – | ﹤0.01% | 918 |
|
|
2018
Q4 | $3K | Hold |
168
| – | – | ﹤0.01% | 870 |
|
|
2018
Q3 | $3K | Hold |
168
| – | – | ﹤0.01% | 933 |
|
|
2018
Q2 | $3K | Hold |
168
| – | – | ﹤0.01% | 933 |
|
|
2018
Q1 | $3K | Hold |
168
| – | – | ﹤0.01% | 903 |
|
|
2017
Q4 | $4K | Buy |
+168
| New | +$3.88K | ﹤0.01% | 819 |
|
|
2017
Q1 | – | Sell |
-279
| Closed | -$6K | – | 575 |
|
|
2016
Q4 | $6K | Buy |
279
+167
| +149% | +$3.12K | ﹤0.01% | 635 |
|
|
2016
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 377 |
|
|
2016
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 381 |
|
|
2016
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 387 |
|
|
2015
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 383 |
|
|
2015
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 385 |
|
|
2015
Q2 | $2K | Hold |
112
| – | – | ﹤0.01% | 380 |
|
|
2015
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 382 |
|
|
2014
Q4 | $2K | Sell |
112
-44
| -28% | -$908 | ﹤0.01% | 392 |
|
|
2014
Q3 | $3K | Hold |
156
| – | – | ﹤0.01% | 383 |
|
|
2014
Q2 | $4K | Hold |
156
| – | – | ﹤0.01% | 397 |
|
|
2014
Q1 | $4K | Sell |
156
-45
| -22% | -$1.11K | ﹤0.01% | 394 |
|
|
2013
Q4 | $5K | Buy |
+201
| New | +$5.08K | ﹤0.01% | 405 |
|
Other funds holding JEF
FPA
DSC
EARNEST Partners's JEF Position: Q4 2023 in Review
EARNEST Partners sold out of Jefferies Financial Group (JEF) in Q4 2023, closing a stake of 150 shares — an estimated $5.5K sold.
EARNEST Partners first reported a position in JEF in Q4 2013 and held it in 37 quarters. The position peaked at $6K in Q4 2021. 475 funds tracked by Wall St. Rank hold JEF as of Q4 2023.
- EARNEST Partners reported no remaining Jefferies Financial Group position as of Q4 2023 after selling out during the quarter.
- EARNEST Partners sold 150 Jefferies Financial Group shares in Q4 2023, an estimated $5.5K.
- EARNEST Partners first reported a position in Jefferies Financial Group in Q4 2013 and held it in 37 quarters.
- EARNEST Partners's Jefferies Financial Group position peaked at $6K in Q4 2021.
- 475 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2023.
Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.