Jackson Creek Investment Advisors’s Jefferies Financial Group JEF Stock Holding History

Jackson Creek Investment 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 Q3	–	Sell	-11,103	Closed	-$363K	–	318
2021 Q2	$363K	Sell	11,103 -8,561	-44%	-$261K	0.13%	254
2021 Q1	$566K	Sell	19,664 -3,265	-14%	-$89K	0.2%	225
2020 Q4	$539K	Buy	+22,929	New	+$481K	0.21%	219

Other funds holding JEF

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Jackson Creek Investment Advisors's JEF Position: Q3 2021 in Review

Jackson Creek Investment Advisors sold out of Jefferies Financial Group (JEF) in Q3 2021, closing a stake of 11,103 shares — an estimated $363K sold.

Jackson Creek Investment Advisors first reported a position in JEF in Q4 2020 and held it in 3 quarters. The position peaked at $566K in Q1 2021. 474 funds tracked by Wall St. Rank hold JEF as of Q3 2021.

Jackson Creek Investment Advisors reported no remaining Jefferies Financial Group position as of Q3 2021 after selling out during the quarter.
Jackson Creek Investment Advisors sold 11,103 Jefferies Financial Group shares in Q3 2021, an estimated $363K.
Jackson Creek Investment Advisors first reported a position in Jefferies Financial Group in Q4 2020 and held it in 3 quarters.
Jackson Creek Investment Advisors's Jefferies Financial Group position peaked at $566K in Q1 2021.
474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.