GLI
JEF icon

Guardian Life Insurance’s Jefferies Financial Group JEF Stock Holding History

Guardian Life Insurance’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
2019
Q4 		– Sell
-773
Closed -$14K – 525
2019
Q3 		$14K Sell
773
-75
-9% -$1.33K ﹤0.01% 510
2019
Q2 		$15K Hold
848
– – ﹤0.01% 514
2019
Q1 		$14K Sell
848
-69
-8% -$1.22K ﹤0.01% 519
2018
Q4 		$14K Buy
917
+4
+0.4% +$73 ﹤0.01% 507
2018
Q3 		$18K Sell
913
-24
-3% -$500 ﹤0.01% 496
2018
Q2 		$19K Buy
937
+142
+18% +$2.97K ﹤0.01% 493
2018
Q1 		$16K Sell
795
-347
-30% -$7.86K ﹤0.01% 485
2017
Q4 		$27K Buy
1,142
+347
+44% +$8K 0.01% 471
2017
Q3 		$18K Sell
795
-16
-2% -$359 ﹤0.01% 471
2017
Q2 		$19K Sell
811
-584
-42% -$13.3K ﹤0.01% 455
2017
Q1 		$32K Hold
1,395
– – ﹤0.01% 462
2016
Q4 		$29K Hold
1,395
– – ﹤0.01% 473
2016
Q3 		$24K Hold
1,395
– – ﹤0.01% 517
2016
Q2 		$22K Buy
1,395
+18
+1% +$275 ﹤0.01% 542
2016
Q1 		$20K Sell
1,377
-391
-22% -$5.5K ﹤0.01% 546
2015
Q4 		$28K Sell
1,768
-435
-20% -$7.27K ﹤0.01% 524
2015
Q3 		$40K Buy
2,203
+667
+43% +$13.4K ﹤0.01% 504
2015
Q2 		$33K Hold
1,536
– – ﹤0.01% 507
2015
Q1 		$31K Sell
1,536
-478
-24% -$9.88K ﹤0.01% 526
2014
Q4 		$40K Hold
2,014
– – ﹤0.01% 525
2014
Q3 		$43K Buy
2,014
+38
+2% +$856 ﹤0.01% 498
2014
Q2 		$46K Hold
1,976
– – ﹤0.01% 483
2014
Q1 		$50K Hold
1,976
– – ﹤0.01% 461
2013
Q4 		$50K Sell
1,976
-2,056
-51% -$52K ﹤0.01% 463
2013
Q3 		$98K Buy
4,032
+90
+2% +$2.15K 0.01% 460
2013
Q2 		$93K Buy
+3,942
New +$104K 0.01% 456

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Guardian Life Insurance's JEF Position: Q4 2019 in Review

Guardian Life Insurance sold out of Jefferies Financial Group (JEF) in Q4 2019, closing a stake of 773 shares — an estimated $14K sold.

Guardian Life Insurance first reported a position in JEF in Q2 2013 and held it in 26 quarters. The position peaked at $98K in Q3 2013. 412 funds tracked by Wall St. Rank hold JEF as of Q4 2019.

  • Guardian Life Insurance reported no remaining Jefferies Financial Group position as of Q4 2019 after selling out during the quarter.
  • Guardian Life Insurance sold 773 Jefferies Financial Group shares in Q4 2019, an estimated $14K.
  • Guardian Life Insurance first reported a position in Jefferies Financial Group in Q2 2013 and held it in 26 quarters.
  • Guardian Life Insurance's Jefferies Financial Group position peaked at $98K in Q3 2013.
  • 412 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2019.

Based on Guardian Life Insurance's 13F filing for Q4 2019, filed 11 Feb 2020.