Harel Insurance Investments & Financial Services’s Jefferies Financial Group JEF Stock Holding History

Harel Insurance Investments & Financial Services’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
2021 Q3	–	Sell	-7,322	Closed	-$781K	–	742
2021 Q2	$781K	Hold	7,322	–	–	0.02%	374
2021 Q1	$704K	Buy	+7,322	New	+$200K	0.01%	443
2020 Q1	–	Sell	-1,738	Closed	-$36K	–	489
2019 Q4	$36K	Hold	1,738	–	–	﹤0.01%	390
2019 Q3	$31K	Sell	1,738 -6,821	-80%	-$121K	﹤0.01%	352
2019 Q2	$147K	Sell	8,559 -6,703	-44%	-$115K	0.01%	217
2019 Q1	$257K	Hold	15,262	–	–	0.02%	110
2018 Q4	$237K	Buy	+15,262	New	+$279K	0.01%	164
2016 Q3	–	Sell	-1,676	Closed	-$26K	–	585
2016 Q2	$26K	Buy	+1,676	New	+$25.6K	﹤0.01%	430

Other funds holding JEF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Harel Insurance Investments & Financial Services's JEF Position: Q3 2021 in Review

Harel Insurance Investments & Financial Services sold out of Jefferies Financial Group (JEF) in Q3 2021, closing a stake of 7,322 shares — an estimated $781K sold.

Harel Insurance Investments & Financial Services first reported a position in JEF in Q2 2016 and held it in 8 quarters. The position peaked at $781K in Q2 2021. 474 funds tracked by Wall St. Rank hold JEF as of Q3 2021.

Harel Insurance Investments & Financial Services reported no remaining Jefferies Financial Group position as of Q3 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 7,322 Jefferies Financial Group shares in Q3 2021, an estimated $781K.
Harel Insurance Investments & Financial Services first reported a position in Jefferies Financial Group in Q2 2016 and held it in 8 quarters.
Harel Insurance Investments & Financial Services's Jefferies Financial Group position peaked at $781K in Q2 2021.
474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2021, filed 25 Oct 2021.