Karp Capital Management’s Jefferies Financial Group JEF Stock Holding History

Karp Capital 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
2022 Q2	–	Sell	-132,756	Closed	-$4.17M	–	155
2022 Q1	$4.17M	Sell	132,756 -43,929	-25%	-$1.49M	0.61%	59
2021 Q4	$6.55M	Buy	176,685 +23,819	+16%	+$917K	0.82%	51
2021 Q3	$5.43M	Buy	152,866 +14,925	+11%	+$499K	0.76%	53
2021 Q2	$4.51M	Buy	137,941 +10,260	+8%	+$313K	0.67%	59
2021 Q1	$3.67M	Buy	+127,681	New	+$3.48M	0.66%	60

Other funds holding JEF

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FPA

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Karp Capital Management's JEF Position: Q2 2022 in Review

Karp Capital Management sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 132,756 shares — an estimated $4.17M sold.

Karp Capital Management first reported a position in JEF in Q1 2021 and held it in 5 quarters. The position peaked at $6.55M in Q4 2021. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

Karp Capital Management reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
Karp Capital Management sold 132,756 Jefferies Financial Group shares in Q2 2022, an estimated $4.17M.
Karp Capital Management first reported a position in Jefferies Financial Group in Q1 2021 and held it in 5 quarters.
Karp Capital Management's Jefferies Financial Group position peaked at $6.55M in Q4 2021.
426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on Karp Capital Management's 13F filing for Q2 2022, filed 15 Jul 2022.