LPU
JEF icon

Lansdowne Partners (UK)’s Jefferies Financial Group JEF Stock Holding History

Lansdowne Partners (UK)’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
2016
Q3 		– Sell
-1,967,746
Closed -$30.5M – 48
2016
Q2 		$30.5M Buy
+1,967,746
New +$30.1M 0.28% 15
2014
Q4 		– Sell
-4,173,485
Closed -$89.1M – 49
2014
Q3 		$89.1M Buy
4,173,485
+1,656,128
+66% +$37.3M 0.8% 16
2014
Q2 		$59.1M Buy
+2,517,357
New +$58.4M 0.56% 18

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return

Lansdowne Partners (UK)'s JEF Position: Q3 2016 in Review

Lansdowne Partners (UK) sold out of Jefferies Financial Group (JEF) in Q3 2016, closing a stake of 1,967,746 shares — an estimated $30.5M sold.

Lansdowne Partners (UK) first reported a position in JEF in Q2 2014 and held it in 3 quarters. The position peaked at $89.1M in Q3 2014. 416 funds tracked by Wall St. Rank hold JEF as of Q3 2016.

  • Lansdowne Partners (UK) reported no remaining Jefferies Financial Group position as of Q3 2016 after selling out during the quarter.
  • Lansdowne Partners (UK) sold 1,967,746 Jefferies Financial Group shares in Q3 2016, an estimated $30.5M.
  • Lansdowne Partners (UK) first reported a position in Jefferies Financial Group in Q2 2014 and held it in 3 quarters.
  • Lansdowne Partners (UK)'s Jefferies Financial Group position peaked at $89.1M in Q3 2014.
  • 416 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2016.

Based on Lansdowne Partners (UK)'s 13F filing for Q3 2016, filed 10 Nov 2016.