Harvest Group Wealth Management’s Jefferies Financial Group JEF Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-44	Closed	-$1K	–	368
2020 Q4	$1K	Hold	44	–	–	﹤0.01%	487
2020 Q3	$1K	Buy	44 +23	+110%	+$376	﹤0.01%	467
2020 Q2	$0	Sell	21 -21	-50%	-$281	﹤0.01%	662
2020 Q1	$0	Buy	+42	New	+$802	﹤0.01%	737

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

Goldman Sachs New York $871B AUM 31.28% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

Harvest Group Wealth Management's JEF Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Jefferies Financial Group (JEF) in Q1 2021, closing a stake of 44 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in JEF in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 450 funds tracked by Wall St. Rank hold JEF as of Q1 2021.

Harvest Group Wealth Management reported no remaining Jefferies Financial Group position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 44 Jefferies Financial Group shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Jefferies Financial Group in Q1 2020 and held it in 4 quarters.
Harvest Group Wealth Management's Jefferies Financial Group position peaked at $1K in Q4 2020.
450 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.