FGAM
JEF icon

Financial Gravity Asset Management’s Jefferies Financial Group JEF Stock Holding History

Financial Gravity 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
2023
Q1 		– Sell
-36
Closed -$96 – 1405
2022
Q4 		$96 Buy
+36
New +$1.2K ﹤0.01% 1114

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

Financial Gravity Asset Management's JEF Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2023, closing a stake of 36 shares — an estimated $96 sold.

Financial Gravity Asset Management first reported a position in JEF in Q4 2022 and held it in 1 quarter. The position peaked at $96 in Q4 2022. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Jefferies Financial Group position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 36 Jefferies Financial Group shares in Q1 2023, an estimated $96.
  • Financial Gravity Asset Management first reported a position in Jefferies Financial Group in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Jefferies Financial Group position peaked at $96 in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.