JFG
RBT

Jefferies Financial Group’s Rubicon Technologies, Inc. RBT Stock Holding History

Jefferies Financial Group’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-484,719
Closed -$1.43M – 2097
2023
Q2 		$1.43M Hold
484,719
– – 0.01% 777
2023
Q1 		$2.54M Buy
+484,719
New +$5.01M 0.02% 576

Other funds holding RBT

PT
Palantir Technologies Denver, Colorado $9.72M AUM 6.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jefferies Financial Group's RBT Position: Q3 2023 in Review

Jefferies Financial Group sold out of Rubicon Technologies, Inc. (RBT) in Q3 2023, closing a stake of 484,719 shares — an estimated $1.43M sold.

Jefferies Financial Group first reported a position in RBT in Q1 2023 and held it in 2 quarters. The position peaked at $2.54M in Q1 2023. 37 funds tracked by Wall St. Rank hold RBT as of Q3 2023.

  • Jefferies Financial Group reported no remaining Rubicon Technologies, Inc. position as of Q3 2023 after selling out during the quarter.
  • Jefferies Financial Group sold 484,719 Rubicon Technologies, Inc. shares in Q3 2023, an estimated $1.43M.
  • Jefferies Financial Group first reported a position in Rubicon Technologies, Inc. in Q1 2023 and held it in 2 quarters.
  • Jefferies Financial Group's Rubicon Technologies, Inc. position peaked at $2.54M in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q3 2023.

Based on Jefferies Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.