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Gibraltar Capital Management’s Jefferies Financial Group JEF Stock Holding History

Gibraltar Capital 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
2022
Q3 		– Sell
-11,240
Closed -$297K – 82
2022
Q2 		$297K Buy
11,240
+625
+6% +$18.5K 0.14% 69
2022
Q1 		$333K Buy
+10,615
New +$360K 0.14% 74

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Gibraltar Capital Management's JEF Position: Q3 2022 in Review

Gibraltar Capital Management sold out of Jefferies Financial Group (JEF) in Q3 2022, closing a stake of 11,240 shares — an estimated $297K sold.

Gibraltar Capital Management first reported a position in JEF in Q1 2022 and held it in 2 quarters. The position peaked at $333K in Q1 2022. 424 funds tracked by Wall St. Rank hold JEF as of Q3 2022.

  • Gibraltar Capital Management reported no remaining Jefferies Financial Group position as of Q3 2022 after selling out during the quarter.
  • Gibraltar Capital Management sold 11,240 Jefferies Financial Group shares in Q3 2022, an estimated $297K.
  • Gibraltar Capital Management first reported a position in Jefferies Financial Group in Q1 2022 and held it in 2 quarters.
  • Gibraltar Capital Management's Jefferies Financial Group position peaked at $333K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2022.

Based on Gibraltar Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.