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Kowal Investment Group’s Jefferies Financial Group JEF Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-33
Closed -$1K – 538
2021
Q3 		$1K Buy
+33
New +$1.1K ﹤0.01% 875

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Kowal Investment Group's JEF Position: Q4 2021 in Review

Kowal Investment Group sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 33 shares — an estimated $1K sold.

Kowal Investment Group first reported a position in JEF in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

  • Kowal Investment Group reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 33 Jefferies Financial Group shares in Q4 2021, an estimated $1K.
  • Kowal Investment Group first reported a position in Jefferies Financial Group in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Jefferies Financial Group position peaked at $1K in Q3 2021.
  • 506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.