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Inspire Advisors’s Jefferies Financial Group JEF Stock Holding History

Inspire Advisors’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
Q4 		– Sell
-6,372
Closed -$226K – 107
2021
Q3 		$226K Buy
+6,372
New +$213K 0.07% 64
2021
Q1 		– Sell
-53
Closed -$1K – 418
2020
Q4 		$1K Buy
+53
New +$1.11K ﹤0.01% 742

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $46.4B AUM 27.74% 1-Year Est. Return

Inspire Advisors's JEF Position: Q4 2021 in Review

Inspire Advisors sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 6,372 shares — an estimated $226K sold.

Inspire Advisors first reported a position in JEF in Q4 2020 and held it in 2 quarters. The position peaked at $226K in Q3 2021. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

  • Inspire Advisors reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
  • Inspire Advisors sold 6,372 Jefferies Financial Group shares in Q4 2021, an estimated $226K.
  • Inspire Advisors first reported a position in Jefferies Financial Group in Q4 2020 and held it in 2 quarters.
  • Inspire Advisors's Jefferies Financial Group position peaked at $226K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on Inspire Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.