Hanson & Doremus Investment Management’s Jefferies Financial Group JEF Stock Holding History

Hanson & Doremus Investment Management’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	–	Sell	-675	Closed	-$27K	–	500
2023 Q4	$27K	Buy	+675	New	+$23.9K	0.01%	342
2023 Q3	–	Sell	-760	Closed	-$25K	–	437
2023 Q2	$25K	Hold	760	–	–	0.01%	348
2023 Q1	$24K	Sell	760 -35	-4%	-$1.26K	0.01%	358
2022 Q4	$26K	Sell	795 -52	-6%	-$1.73K	0.01%	371
2022 Q3	$24K	Hold	847	–	–	0.01%	367
2022 Q2	$22K	Hold	847	–	–	0.01%	374
2022 Q1	$27K	Buy	+847	New	+$28.8K	0.01%	382

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hanson & Doremus Investment Management's JEF Position: Q1 2024 in Review

Hanson & Doremus Investment Management sold out of Jefferies Financial Group (JEF) in Q1 2024, closing a stake of 675 shares — an estimated $27K sold.

Hanson & Doremus Investment Management first reported a position in JEF in Q1 2022 and held it in 7 quarters. The position peaked at $27K in Q4 2023. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

Hanson & Doremus Investment Management reported no remaining Jefferies Financial Group position as of Q1 2024 after selling out during the quarter.
Hanson & Doremus Investment Management sold 675 Jefferies Financial Group shares in Q1 2024, an estimated $27K.
Hanson & Doremus Investment Management first reported a position in Jefferies Financial Group in Q1 2022 and held it in 7 quarters.
Hanson & Doremus Investment Management's Jefferies Financial Group position peaked at $27K in Q4 2023.
481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2024, filed 22 Apr 2024.