IronBridge Private Wealth’s Jefferies Financial Group JEF Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-454	Closed	-$17K	–	168
2021 Q4	$17K	Buy	454 +2	+0.4%	+$77	0.01%	143
2021 Q3	$16K	Buy	452 +3	+0.7%	+$100	0.01%	117
2021 Q2	$15K	Buy	449 +3	+0.7%	+$92	0.01%	126
2021 Q1	$13K	Buy	446 +4	+0.9%	+$109	0.01%	133
2020 Q4	$10K	Buy	+442	New	+$9.28K	0.01%	146

Other funds holding JEF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BAM

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

IronBridge Private Wealth's JEF Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 454 shares — an estimated $17K sold.

IronBridge Private Wealth first reported a position in JEF in Q4 2020 and held it in 5 quarters. The position peaked at $17K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

IronBridge Private Wealth reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 454 Jefferies Financial Group shares in Q1 2022, an estimated $17K.
IronBridge Private Wealth first reported a position in Jefferies Financial Group in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Jefferies Financial Group position peaked at $17K in Q4 2021.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.