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Grove Bank & Trust’s Jefferies Financial Group JEF Stock Holding History

Grove Bank & Trust’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
Q2 		– Sell
-100
Closed -$3.17K – 688
2023
Q1 		$3.17K Sell
100
-5
-5% -$181 ﹤0.01% 609
2022
Q4 		$3K Buy
+105
New +$3.49K ﹤0.01% 559
2017
Q3 		– Sell
-134
Closed -$3K – 618
2017
Q2 		$3K Buy
+134
New +$3.05K ﹤0.01% 610

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Grove Bank & Trust's JEF Position: Q2 2023 in Review

Grove Bank & Trust sold out of Jefferies Financial Group (JEF) in Q2 2023, closing a stake of 100 shares — an estimated $3.17K sold.

Grove Bank & Trust first reported a position in JEF in Q2 2017 and held it in 3 quarters. The position peaked at $3.17K in Q1 2023. 428 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

  • Grove Bank & Trust reported no remaining Jefferies Financial Group position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 100 Jefferies Financial Group shares in Q2 2023, an estimated $3.17K.
  • Grove Bank & Trust first reported a position in Jefferies Financial Group in Q2 2017 and held it in 3 quarters.
  • Grove Bank & Trust's Jefferies Financial Group position peaked at $3.17K in Q1 2023.
  • 428 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.