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Jefferies Financial Group’s Spire SR Stock Holding History

Jefferies Financial Group’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25,000
Closed -$1.56M – 2007
2023
Q4 		$1.56M Buy
+25,000
New +$1.49M 0.01% 802
2018
Q1 		– Sell
-3,396
Closed -$255K – 116
2017
Q4 		$255K Buy
3,396
+450
+15% +$34.9K 0.02% 109
2017
Q3 		$220K Buy
+2,946
New +$219K 0.02% 81

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jefferies Financial Group's SR Position: Q1 2024 in Review

Jefferies Financial Group sold out of Spire (SR) in Q1 2024, closing a stake of 25,000 shares — an estimated $1.56M sold.

Jefferies Financial Group first reported a position in SR in Q3 2017 and held it in 3 quarters. The position peaked at $1.56M in Q4 2023. 279 funds tracked by Wall St. Rank hold SR as of Q1 2024.

  • Jefferies Financial Group reported no remaining Spire position as of Q1 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 25,000 Spire shares in Q1 2024, an estimated $1.56M.
  • Jefferies Financial Group first reported a position in Spire in Q3 2017 and held it in 3 quarters.
  • Jefferies Financial Group's Spire position peaked at $1.56M in Q4 2023.
  • 279 funds tracked by Wall St. Rank held Spire as of Q1 2024.

Based on Jefferies Financial Group's 13F filing for Q1 2024, filed 13 May 2024.