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Kaizen Advisory’s Jefferies Financial Group JEF Stock Holding History

Kaizen Advisory’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
2018
Q4 		$15K Buy
983
+170
+21% +$3.11K 0.01% 544
2018
Q3 		$16K Hold
813
– – 0.01% 542
2018
Q2 		$17K Buy
813
+458
+129% +$9.59K 0.01% 547
2018
Q1 		$7K Hold
355
– – 0.01% 541
2017
Q4 		$8K Buy
+355
New +$8.19K ﹤0.01% 521

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Kaizen Advisory's JEF Position: Q4 2018 in Review

Kaizen Advisory increased its Jefferies Financial Group (JEF) stake by 21% in Q4 2018, buying an estimated $3.11K and bringing the position to 983 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #544.

Kaizen Advisory first reported a position in JEF in Q4 2017 and has held it in 5 quarters since. The position peaked at $17K in Q2 2018. 449 funds tracked by Wall St. Rank hold JEF as of Q4 2018.

  • Kaizen Advisory held 983 shares of Jefferies Financial Group worth $15K as of Q4 2018.
  • Kaizen Advisory bought 170 Jefferies Financial Group shares in Q4 2018, an estimated $3.11K.
  • Jefferies Financial Group made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #544 holding.
  • Kaizen Advisory first reported a position in Jefferies Financial Group in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Jefferies Financial Group position peaked at $17K in Q2 2018.
  • 449 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.