HGERS
JEF icon

Householder Group Estate & Retirement Specialist’s Jefferies Financial Group JEF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$12K Sell
375
-17
-4% -$614 ﹤0.01% 760
2022
Q4 		$12K Hold
392
– – 0.02% 211
2022
Q3 		$11K Buy
+392
New +$11.9K ﹤0.01% 707

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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 $55.1B AUM 45.38% 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

Householder Group Estate & Retirement Specialist's JEF Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist reduced its Jefferies Financial Group (JEF) stake by 4.3% in Q1 2023, selling an estimated $614 and leaving 375 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Householder Group Estate & Retirement Specialist first reported a position in JEF in Q3 2022 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 375 shares of Jefferies Financial Group worth $12K as of Q1 2023.
  • Householder Group Estate & Retirement Specialist sold 17 Jefferies Financial Group shares in Q1 2023, an estimated $614.
  • Jefferies Financial Group made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #760 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Jefferies Financial Group in Q3 2022 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.