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

Gyroscope Capital Management Group’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
2020 Q4	–	Sell	-87,956	Closed	-$1.51M	–	118
2020 Q3	$1.51M	Hold	87,956	–	–	0.69%	34
2020 Q2	$1.31M	Hold	87,956	–	–	0.59%	35
2020 Q1	$1.15M	Sell	87,956 -1,755	-2%	-$33.5K	0.54%	38
2019 Q4	$1.83M	Hold	89,711	–	–	0.66%	31
2019 Q3	$1.54M	Sell	89,711 -6,101	-6%	-$109K	0.61%	34
2019 Q2	$1.84M	Hold	95,812	–	–	0.69%	31
2019 Q1	$1.73M	Hold	95,812	–	–	0.66%	31
2018 Q4	$1.49M	Sell	95,812 -182	-0.2%	-$3.33K	0.57%	45
2018 Q3	$1.96M	Sell	95,994 -17,802	-16%	-$371K	0.8%	29
2018 Q2	$2.32M	Sell	113,796 -352	-0.3%	-$7.37K	1.03%	28
2018 Q1	$2.32M	Sell	114,148 -5,681	-5%	-$129K	1.1%	27
2017 Q4	$2.84M	Hold	119,829	–	–	1.3%	27
2017 Q3	$2.71M	Sell	119,829 -27,649	-19%	-$620K	1.37%	26
2017 Q2	$3.45M	Buy	147,478 +49,160	+50%	+$1.12M	1.73%	26
2017 Q1	$2.29M	Buy	+98,318	New	+$2.2M	1.37%	25

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Gyroscope Capital Management Group's JEF Position: Q4 2020 in Review

Gyroscope Capital Management Group sold out of Jefferies Financial Group (JEF) in Q4 2020, closing a stake of 87,956 shares — an estimated $1.51M sold.

Gyroscope Capital Management Group first reported a position in JEF in Q1 2017 and held it in 15 quarters. The position peaked at $3.45M in Q2 2017. 400 funds tracked by Wall St. Rank hold JEF as of Q4 2020.

Gyroscope Capital Management Group reported no remaining Jefferies Financial Group position as of Q4 2020 after selling out during the quarter.
Gyroscope Capital Management Group sold 87,956 Jefferies Financial Group shares in Q4 2020, an estimated $1.51M.
Gyroscope Capital Management Group first reported a position in Jefferies Financial Group in Q1 2017 and held it in 15 quarters.
Gyroscope Capital Management Group's Jefferies Financial Group position peaked at $3.45M in Q2 2017.
400 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2020.

Based on Gyroscope Capital Management Group's 13F filing for Q4 2020, filed 29 Jan 2021.