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Handelsinvest Investeringsforvaltning’s Jefferies Financial Group JEF Stock Holding History

Handelsinvest Investeringsforvaltning’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
2024
Q1 		$312K Sell
7,080
-3,676
-34% -$153K 0.15% 157
2023
Q4 		$435K Buy
+10,756
New +$380K 0.18% 163

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's JEF Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its Jefferies Financial Group (JEF) stake by 34% in Q1 2024, selling an estimated $153K and leaving 7,080 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #157.

Handelsinvest Investeringsforvaltning first reported a position in JEF in Q4 2023 and has held it in 2 quarters since. The position peaked at $435K in Q4 2023. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 7,080 shares of Jefferies Financial Group worth $312K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 3,676 Jefferies Financial Group shares in Q1 2024, an estimated $153K.
  • Jefferies Financial Group made up 0.15% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #157 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in Jefferies Financial Group in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's Jefferies Financial Group position peaked at $435K in Q4 2023.
  • 481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.