EWM
JEF icon

Evermay Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Evermay Wealth 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
2023
Q1 		– Sell
-1,046
Closed -$34.3K – 568
2022
Q4 		$34.3K Buy
+1,046
New +$34.8K 0.01% 326

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Evermay Wealth Management's JEF Position: Q1 2023 in Review

Evermay Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2023, closing a stake of 1,046 shares — an estimated $34.3K sold.

Evermay Wealth Management first reported a position in JEF in Q4 2022 and held it in 1 quarter. The position peaked at $34.3K in Q4 2022. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

  • Evermay Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 1,046 Jefferies Financial Group shares in Q1 2023, an estimated $34.3K.
  • Evermay Wealth Management first reported a position in Jefferies Financial Group in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Jefferies Financial Group position peaked at $34.3K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.