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IFM Investors’s Jefferies Financial Group JEF Stock Holding History

IFM Investors’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
2020
Q2 		– Sell
-24,224
Closed -$324K – 602
2020
Q1 		$324K Buy
24,224
+34
+0.1% +$649 0.01% 572
2019
Q4 		$494K Sell
24,190
-3,185
-12% -$60.3K 0.02% 583
2019
Q3 		$482K Buy
27,375
+5,425
+25% +$96.6K 0.02% 572
2019
Q2 		$378K Sell
21,950
-666
-3% -$11.4K 0.02% 563
2019
Q1 		$380K Sell
22,616
-942
-4% -$16.6K 0.02% 539
2018
Q4 		$366K Sell
23,558
-168
-0.7% -$3.08K 0.03% 517
2018
Q3 		$466K Sell
23,726
-115
-0.5% -$2.4K 0.04% 489
2018
Q2 		$485K Buy
23,841
+4,874
+26% +$102K 0.05% 439
2018
Q1 		$386K Buy
18,967
+1,225
+7% +$27.8K 0.06% 387
2017
Q4 		$421K Hold
17,742
– – 0.07% 344
2017
Q3 		$401K Buy
17,742
+5,479
+45% +$123K 0.07% 344
2017
Q2 		$287K Buy
12,263
+1,226
+11% +$27.9K 0.05% 422
2017
Q1 		$257K Buy
+11,037
New +$247K 0.07% 367

Other funds holding JEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IFM Investors's JEF Position: Q2 2020 in Review

IFM Investors sold out of Jefferies Financial Group (JEF) in Q2 2020, closing a stake of 24,224 shares — an estimated $324K sold.

IFM Investors first reported a position in JEF in Q1 2017 and held it in 13 quarters. The position peaked at $494K in Q4 2019. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

  • IFM Investors reported no remaining Jefferies Financial Group position as of Q2 2020 after selling out during the quarter.
  • IFM Investors sold 24,224 Jefferies Financial Group shares in Q2 2020, an estimated $324K.
  • IFM Investors first reported a position in Jefferies Financial Group in Q1 2017 and held it in 13 quarters.
  • IFM Investors's Jefferies Financial Group position peaked at $494K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on IFM Investors's 13F filing for Q2 2020, filed 13 Jul 2020.