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Kapitalo Investimentos’s Jefferies Financial Group JEF Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-592
Closed -$21.7K – 626
2023
Q3 		$21.7K Buy
+592
New +$21.2K ﹤0.01% 513
2023
Q2 		– Sell
-2,990
Closed -$94.9K – 595
2023
Q1 		$94.9K Buy
2,990
+977
+49% +$35.3K 0.03% 349
2022
Q4 		$63K Buy
+2,013
New +$66.9K 0.05% 119

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapitalo Investimentos's JEF Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Jefferies Financial Group (JEF) in Q4 2023, closing a stake of 592 shares — an estimated $21.7K sold.

Kapitalo Investimentos first reported a position in JEF in Q4 2022 and held it in 3 quarters. The position peaked at $94.9K in Q1 2023. 474 funds tracked by Wall St. Rank hold JEF as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Jefferies Financial Group position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 592 Jefferies Financial Group shares in Q4 2023, an estimated $21.7K.
  • Kapitalo Investimentos first reported a position in Jefferies Financial Group in Q4 2022 and held it in 3 quarters.
  • Kapitalo Investimentos's Jefferies Financial Group position peaked at $94.9K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.