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Kings Point Capital Management’s Jefferies Financial Group JEF Stock Holding History

Kings Point 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
Q1 		$10K Hold
328
– – ﹤0.01% 569
2021
Q4 		$12K Hold
328
– – ﹤0.01% 610
2021
Q3 		$12K Hold
328
– – ﹤0.01% 545
2021
Q2 		$11K Buy
+328
New +$10K ﹤0.01% 530

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Kings Point Capital Management's JEF Position: Q1 2022 in Review

Kings Point Capital Management held its Jefferies Financial Group (JEF) position steady in Q1 2022 at 328 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Kings Point Capital Management first reported a position in JEF in Q2 2021 and has held it in 4 quarters since. The position peaked at $12K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • Kings Point Capital Management held 328 shares of Jefferies Financial Group worth $10K as of Q1 2022.
  • Kings Point Capital Management left its Jefferies Financial Group share count unchanged in Q1 2022.
  • Jefferies Financial Group made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #569 holding.
  • Kings Point Capital Management first reported a position in Jefferies Financial Group in Q2 2021 and has held it in 4 quarters since.
  • Kings Point Capital Management's Jefferies Financial Group position peaked at $12K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.