Financial Gravity Asset Management’s JEFFERIES GROUP INC(NEW) 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
2021 Q3	$37K	Hold	9	–	–	0.02%	666
2021 Q2	$34K	Buy	+9	New	+$34K	0.01%	682
2020 Q4	$1K	Buy	+24	New	+$1K	﹤0.01%	468

Other funds holding JEF

WOC

West Oak Capital Westlake Village, California $252M AUM 17.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Financial Gravity Asset Management's JEF Position: Q3 2021 in Review

Financial Gravity Asset Management held its JEFFERIES GROUP INC(NEW) (JEF) position steady in Q3 2021 at 9 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #666.

Financial Gravity Asset Management first reported a position in JEF in Q4 2020 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold JEF as of Q3 2021.

Financial Gravity Asset Management held 9 shares of JEFFERIES GROUP INC(NEW) worth $37K as of Q3 2021.
Financial Gravity Asset Management left its JEFFERIES GROUP INC(NEW) share count unchanged in Q3 2021.
JEFFERIES GROUP INC(NEW) made up 0.02% of Financial Gravity Asset Management's portfolio in Q3 2021, its #666 holding.
Financial Gravity Asset Management first reported a position in JEFFERIES GROUP INC(NEW) in Q4 2020 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held JEFFERIES GROUP INC(NEW) as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.