JIM
JEF icon

Jupiter Investment Management’s Jefferies Financial Group JEF Stock Holding History

Jupiter Investment Management’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
2020
Q2 		$2.16M Buy
+145,486
New +$1.95M 0.03% 245
2018
Q4 		– Sell
-1,787
Closed -$35K – 402
2018
Q3 		$35K Buy
+1,787
New +$37.3K ﹤0.01% 352
2017
Q2 		– Sell
-8,267
Closed -$192K – 440
2017
Q1 		$192K Buy
+8,267
New +$185K ﹤0.01% 337
2016
Q2 		– Sell
-225,298
Closed -$3.26M – 483
2016
Q1 		$3.26M Buy
+225,298
New +$3.17M 0.07% 207
2015
Q2 		– Sell
-65,017
Closed -$1.3M – 322
2015
Q1 		$1.3M Sell
65,017
-17,315
-21% -$358K 0.04% 210
2014
Q4 		$1.65M Buy
82,332
+81,103
+6,599% +$1.67M 0.06% 225
2014
Q3 		$26K Buy
1,229
+1,006
+451% +$22.7K ﹤0.01% 306
2014
Q2 		$5K Buy
+223
New +$5.18K ﹤0.01% 324
2014
Q1 		– Sell
-18,321
Closed -$464K – 381
2013
Q4 		$464K Buy
+18,321
New +$464K 0.04% 274
2013
Q3 		– Sell
-279,505
Closed -$6.56M – 302
2013
Q2 		$6.56M Buy
+279,505
New +$7.35M 0.79% 31

Other funds holding JEF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return