Globeflex Capital’s Jefferies Financial Group JEF Stock Holding History

Globeflex Capital’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 Q1	–	Sell	-11,213	Closed	-$416K	–	475
2021 Q4	$416K	Hold	11,213	–	–	0.09%	267
2021 Q3	$398K	Hold	11,213	–	–	0.09%	253
2021 Q2	$367K	Buy	+11,213	New	+$342K	0.07%	317
2017 Q1	–	Sell	-69,159	Closed	-$1.44M	–	503
2016 Q4	$1.44M	Buy	69,159 +44,214	+177%	+$826K	0.36%	90
2016 Q3	$425K	Buy	+24,945	New	+$413K	0.11%	262
2013 Q3	–	Sell	-33,448	Closed	-$785K	–	638
2013 Q2	$785K	Buy	+33,448	New	+$879K	0.11%	227

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

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

FPA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BAM

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

Globeflex Capital's JEF Position: Q1 2022 in Review

Globeflex Capital sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 11,213 shares — an estimated $416K sold.

Globeflex Capital first reported a position in JEF in Q2 2013 and held it in 6 quarters. The position peaked at $1.44M in Q4 2016. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

Globeflex Capital reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
Globeflex Capital sold 11,213 Jefferies Financial Group shares in Q1 2022, an estimated $416K.
Globeflex Capital first reported a position in Jefferies Financial Group in Q2 2013 and held it in 6 quarters.
Globeflex Capital's Jefferies Financial Group position peaked at $1.44M in Q4 2016.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Globeflex Capital's 13F filing for Q1 2022, filed 13 May 2022.