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 $5.7T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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