IAT Reinsurance’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-360,872
| Closed | -$6.63M | – | 77 |
|
|
2024
Q1 | $6.63M | Hold |
360,872
| – | – | 2.95% | 10 |
|
|
2023
Q4 | $14.6M | Hold |
360,872
| – | – | 2.7% | 10 |
|
|
2023
Q3 | $13.2M | Hold |
360,872
| – | – | 2.62% | 11 |
|
|
2023
Q2 | $12M | Hold |
360,872
| – | – | 2.31% | 13 |
|
|
2023
Q1 | $11.5M | Sell |
360,872
-16,600
| -4% | -$600K | 2.34% | 12 |
|
|
2022
Q4 | $12.4M | Hold |
377,472
| – | – | 2.45% | 9 |
|
|
2022
Q3 | $10.6M | Hold |
377,472
| – | – | 2.05% | 12 |
|
|
2022
Q2 | $9.97M | Hold |
377,472
| – | – | 1.82% | 12 |
|
|
2022
Q1 | $11.9M | Hold |
377,472
| – | – | 0.86% | 29 |
|
|
2021
Q4 | $14M | Hold |
377,472
| – | – | 2.3% | 10 |
|
|
2021
Q3 | $13.4M | Hold |
377,472
| – | – | 2.01% | 11 |
|
|
2021
Q2 | $12.3M | Hold |
377,472
| – | – | 1.66% | 11 |
|
|
2021
Q1 | $10.9M | Hold |
377,472
| – | – | 1.65% | 12 |
|
|
2020
Q4 | $8.88M | Hold |
377,472
| – | – | 1.81% | 14 |
|
|
2020
Q3 | $6.5M | Hold |
377,472
| – | – | 1.6% | 13 |
|
|
2020
Q2 | $5.61M | Hold |
377,472
| – | – | 1.54% | 11 |
|
|
2020
Q1 | $4.93M | Sell |
377,472
-156,900
| -29% | -$3M | 1.4% | 13 |
|
|
2019
Q4 | $10.9M | Hold |
534,372
| – | – | 1.99% | 10 |
|
|
2019
Q3 | $9.4M | Sell |
534,372
-36,337
| -6% | -$647K | 1.61% | 11 |
|
|
2019
Q2 | $9.82M | Hold |
570,709
| – | – | 1.55% | 11 |
|
|
2019
Q1 | $9.6M | Hold |
570,709
| – | – | 1.63% | 11 |
|
|
2018
Q4 | $8.87M | Hold |
570,709
| – | – | 1.69% | 12 |
|
|
2018
Q3 | $11.2M | Hold |
570,709
| – | – | 1.64% | 10 |
|
|
2018
Q2 | $11.6M | Hold |
570,709
| – | – | 1.71% | 9 |
|
|
2018
Q1 | $11.6M | Hold |
570,709
| – | – | 1.8% | 11 |
|
|
2017
Q4 | $13.5M | Hold |
570,709
| – | – | 1.89% | 12 |
|
|
2017
Q3 | $12.9M | Hold |
570,709
| – | – | 1.99% | 11 |
|
|
2017
Q2 | $13.4M | Hold |
570,709
| – | – | 2.27% | 9 |
|
|
2017
Q1 | $13.3M | Hold |
570,709
| – | – | 2.39% | 10 |
|
|
2016
Q4 | $11.9M | Hold |
570,709
| – | – | 2.05% | 11 |
|
|
2016
Q3 | $9.73M | Buy |
570,709
+235,277
| +70% | +$3.9M | 1.89% | 10 |
|
|
2016
Q2 | $5.2M | Hold |
335,432
| – | – | 3.62% | 7 |
|
|
2016
Q1 | $4.86M | Hold |
335,432
| – | – | 3.22% | 9 |
|
|
2015
Q4 | $5.22M | Sell |
335,432
-235,277
| -41% | -$3.93M | 3.48% | 8 |
|
|
2015
Q3 | $10.3M | Hold |
570,709
| – | – | 1.99% | 10 |
|
|
2015
Q2 | $12.4M | Hold |
570,709
| – | – | 1.96% | 10 |
|
|
2015
Q1 | $11.4M | Hold |
570,709
| – | – | 1.74% | 11 |
|
|
2014
Q4 | $11.5M | Buy |
+570,709
| New | +$11.8M | 1.59% | 14 |
|
Other funds holding JEF
FPA
DSC
IAT Reinsurance's JEF Position: Q2 2024 in Review
IAT Reinsurance sold out of Jefferies Financial Group (JEF) in Q2 2024, closing a stake of 360,872 shares — an estimated $6.63M sold.
IAT Reinsurance first reported a position in JEF in Q4 2014 and held it in 38 quarters. The position peaked at $14.6M in Q4 2023. 493 funds tracked by Wall St. Rank hold JEF as of Q2 2024.
- IAT Reinsurance reported no remaining Jefferies Financial Group position as of Q2 2024 after selling out during the quarter.
- IAT Reinsurance sold 360,872 Jefferies Financial Group shares in Q2 2024, an estimated $6.63M.
- IAT Reinsurance first reported a position in Jefferies Financial Group in Q4 2014 and held it in 38 quarters.
- IAT Reinsurance's Jefferies Financial Group position peaked at $14.6M in Q4 2023.
- 493 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.
Based on IAT Reinsurance's 13F filing for Q2 2024, filed 2 Aug 2024.