Howard Hughes Medical Institute’s Jefferies Financial Group JEF Stock Holding History

Howard Hughes Medical Institute’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
2016 Q1	–	Sell	-25,859	Closed	-$403K	–	182
2015 Q4	$403K	Sell	25,859 -1,665	-6%	-$27.8K	0.06%	107
2015 Q3	$499K	Sell	27,524 -1,251	-4%	-$25.1K	0.09%	95
2015 Q2	$625K	Sell	28,775 -2,411	-8%	-$51.5K	0.13%	91
2015 Q1	$622K	Buy	31,186 +14,446	+86%	+$299K	0.08%	88
2014 Q4	$336K	Buy	16,740 +12,597	+304%	+$260K	0.09%	111
2014 Q3	$88K	Buy	4,143 +2,438	+143%	+$54.9K	0.02%	145
2014 Q2	$40K	Buy	+1,705	New	+$39.6K	0.01%	148

Other funds holding JEF

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

FPA

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Howard Hughes Medical Institute's JEF Position: Q1 2016 in Review

Howard Hughes Medical Institute sold out of Jefferies Financial Group (JEF) in Q1 2016, closing a stake of 25,859 shares — an estimated $403K sold.

Howard Hughes Medical Institute first reported a position in JEF in Q2 2014 and held it in 7 quarters. The position peaked at $625K in Q2 2015. 411 funds tracked by Wall St. Rank hold JEF as of Q1 2016.

Howard Hughes Medical Institute reported no remaining Jefferies Financial Group position as of Q1 2016 after selling out during the quarter.
Howard Hughes Medical Institute sold 25,859 Jefferies Financial Group shares in Q1 2016, an estimated $403K.
Howard Hughes Medical Institute first reported a position in Jefferies Financial Group in Q2 2014 and held it in 7 quarters.
Howard Hughes Medical Institute's Jefferies Financial Group position peaked at $625K in Q2 2015.
411 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2016.

Based on Howard Hughes Medical Institute's 13F filing for Q1 2016, filed 10 May 2016.