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Kula Investments’s Jefferies Financial Group JEF Stock Holding History

Kula Investments’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
Q1 		$926K Buy
+29,159
New +$1.05M 0.23% 147

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Kula Investments's JEF Position: Q1 2023 in Review

Kula Investments opened a new position in Jefferies Financial Group (JEF) in Q1 2023: 29,159 shares worth $926K. The stake represents 0.23% of the portfolio and ranks #147 among its holdings.

463 funds tracked by Wall St. Rank hold JEF as of Q1 2023.

  • Kula Investments held 29,159 shares of Jefferies Financial Group worth $926K as of Q1 2023.
  • Jefferies Financial Group was a new Kula Investments position in Q1 2023.
  • Jefferies Financial Group made up 0.23% of Kula Investments's portfolio in Q1 2023, its #147 holding.
  • 463 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.