Fidelity International’s Jefferies Financial Group JEF Stock Holding History

Fidelity International’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 Q2	–	Sell	-29	Closed	-$1K	–	968
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	914
2020 Q4	$1K	Buy	29 +8	+38%	+$168	﹤0.01%	881
2020 Q3	$0	Buy	+21	New	+$344	﹤0.01%	964
2020 Q2	–	Sell	-314	Closed	-$4K	–	900
2020 Q1	$4K	Buy	314 +299	+1,993%	+$5.71K	﹤0.01%	732
2019 Q4	$0	Buy	15 +5	+50%	+$95	﹤0.01%	990
2019 Q3	$0	Buy	+10	New	+$178	﹤0.01%	931
2018 Q4	–	Sell	-19	Closed	–	–	909
2018 Q3	$0	Buy	+19	New	+$396	﹤0.01%	961

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FPA

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity International's JEF Position: Q2 2021 in Review

Fidelity International sold out of Jefferies Financial Group (JEF) in Q2 2021, closing a stake of 29 shares — an estimated $1K sold.

Fidelity International first reported a position in JEF in Q3 2018 and held it in 7 quarters. The position peaked at $4K in Q1 2020. 433 funds tracked by Wall St. Rank hold JEF as of Q2 2021.

Fidelity International reported no remaining Jefferies Financial Group position as of Q2 2021 after selling out during the quarter.
Fidelity International sold 29 Jefferies Financial Group shares in Q2 2021, an estimated $1K.
Fidelity International first reported a position in Jefferies Financial Group in Q3 2018 and held it in 7 quarters.
Fidelity International's Jefferies Financial Group position peaked at $4K in Q1 2020.
433 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2021.

Based on Fidelity International's 13F filing for Q2 2021, filed 13 Aug 2021.