HIA
JEF icon

Harbor Investment Advisory’s Jefferies Financial Group JEF Stock Holding History

Harbor Investment Advisory’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
2022
Q1 		– Sell
-112
Closed -$4K – 1361
2021
Q4 		$4K Buy
+112
New +$4.31K ﹤0.01% 1168
2021
Q1 		– Sell
-53
Closed -$1K – 1285
2020
Q4 		$1K Hold
53
– – ﹤0.01% 1161
2020
Q3 		$1K Hold
53
– – ﹤0.01% 1084
2020
Q2 		$1K Hold
53
– – ﹤0.01% 1074
2020
Q1 		$1K Hold
53
– – ﹤0.01% 968
2019
Q4 		$1K Buy
+53
New +$1K ﹤0.01% 817

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Harbor Investment Advisory's JEF Position: Q1 2022 in Review

Harbor Investment Advisory sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 112 shares — an estimated $4K sold.

Harbor Investment Advisory first reported a position in JEF in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • Harbor Investment Advisory reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 112 Jefferies Financial Group shares in Q1 2022, an estimated $4K.
  • Harbor Investment Advisory first reported a position in Jefferies Financial Group in Q4 2019 and held it in 6 quarters.
  • Harbor Investment Advisory's Jefferies Financial Group position peaked at $4K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Harbor Investment Advisory's 13F filing for Q1 2022, filed 20 Apr 2022.