GW
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GW & Wade’s Jefferies Financial Group JEF Stock Holding History

GW & Wade’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
Q4 		$440K Buy
+10,876
New +$385K 0.01% 308
2023
Q2 		– Sell
-9,228
Closed -$293K – 393
2023
Q1 		$293K Sell
9,228
-445
-5% -$16.1K 0.01% 318
2022
Q4 		$317K Buy
9,673
+426
+5% +$14.2K 0.01% 304
2022
Q3 		$261K Buy
9,247
+531
+6% +$16.1K 0.01% 316
2022
Q2 		$230K Buy
8,716
+204
+2% +$6.03K 0.01% 343
2022
Q1 		$267K Buy
8,512
+49
+0.6% +$1.66K 0.01% 328
2021
Q4 		$314K Buy
8,463
+36
+0.4% +$1.39K 0.01% 315
2021
Q3 		$299K Sell
8,427
-77
-0.9% -$2.58K 0.01% 311
2021
Q2 		$278K Sell
8,504
-4,178
-33% -$127K 0.01% 322
2021
Q1 		$365K Buy
+12,682
New +$346K 0.02% 260

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return