Institutional & Family Asset Management’s Jefferies Financial Group JEF Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$121K	Hold	2,433	–	–	0.02%	176
2024 Q1	$107K	Sell	2,433 -195	-7%	-$8.12K	0.02%	178
2023 Q4	$106K	Hold	2,628	–	–	0.02%	183
2023 Q3	$96.3K	Hold	2,628	–	–	0.02%	178
2023 Q2	$87.2K	Sell	2,628 -61	-2%	-$1.9K	0.01%	192
2023 Q1	$85.3K	Buy	2,689 +793	+42%	+$28.7K	0.01%	186
2022 Q4	$62.1K	Sell	1,896 -171	-8%	-$5.68K	0.01%	207
2022 Q3	$58K	Buy	2,067 +278	+16%	+$8.41K	0.01%	210
2022 Q2	$47K	Hold	1,789	–	–	0.01%	230
2022 Q1	$56K	Hold	1,789	–	–	0.01%	246
2021 Q4	$66K	Hold	1,789	–	–	0.01%	246
2021 Q3	$63K	Hold	1,789	–	–	0.01%	295
2021 Q2	$58K	Hold	1,789	–	–	0.01%	312
2021 Q1	$51K	Buy	+1,789	New	+$48.8K	0.01%	352

Other funds holding JEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FPA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Institutional & Family Asset Management's JEF Position: Q2 2024 in Review

Institutional & Family Asset Management held its Jefferies Financial Group (JEF) position steady in Q2 2024 at 2,433 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #176.

Institutional & Family Asset Management first reported a position in JEF in Q1 2021 and has held it in 14 quarters since. 491 funds tracked by Wall St. Rank hold JEF as of Q2 2024.

Institutional & Family Asset Management held 2,433 shares of Jefferies Financial Group worth $121K as of Q2 2024.
Institutional & Family Asset Management left its Jefferies Financial Group share count unchanged in Q2 2024.
Jefferies Financial Group made up 0.02% of Institutional & Family Asset Management's portfolio in Q2 2024, its #176 holding.
Institutional & Family Asset Management first reported a position in Jefferies Financial Group in Q1 2021 and has held it in 14 quarters since.
491 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.