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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $5.65B AUM 47.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jupiter Investment Management's JEF Position: Q2 2020 in Review

Jupiter Investment Management opened a new position in Jefferies Financial Group (JEF) in Q2 2020: 145,486 shares worth $2.16M. The stake represents 0.03% of the portfolio and ranks #245 among its holdings. This is a return to the name: Jupiter Investment Management previously reported a position in JEF as recently as Q3 2018.

Jupiter Investment Management first reported a position in JEF in Q2 2013 and has held it in 10 quarters since. The position peaked at $6.56M in Q2 2013. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

Jupiter Investment Management held 145,486 shares of Jefferies Financial Group worth $2.16M as of Q2 2020.
Jefferies Financial Group was a new Jupiter Investment Management position in Q2 2020.
Jefferies Financial Group made up 0.03% of Jupiter Investment Management's portfolio in Q2 2020, its #245 holding.
Jupiter Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 10 quarters since.
Jupiter Investment Management's Jefferies Financial Group position peaked at $6.56M in Q2 2013.
367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.