JB Capital’s Jefferies Financial Group JEF Stock Holding History

JB Capital’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	-11,628	Closed	-$413K	–	253
2021 Q3	$413K	Buy	+11,628	New	+$389K	0.05%	187

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JB Capital's JEF Position: Q4 2021 in Review

JB Capital sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 11,628 shares — an estimated $413K sold.

JB Capital first reported a position in JEF in Q3 2021 and held it in 1 quarter. The position peaked at $413K in Q3 2021. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

JB Capital reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
JB Capital sold 11,628 Jefferies Financial Group shares in Q4 2021, an estimated $413K.
JB Capital first reported a position in Jefferies Financial Group in Q3 2021 and held it in 1 quarter.
JB Capital's Jefferies Financial Group position peaked at $413K in Q3 2021.
506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on JB Capital's 13F filing for Q4 2021, filed 2 Feb 2022.