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Lawson Kroeker Investment Management’s Jefferies Financial Group JEF Stock Holding History

Lawson Kroeker Investment 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
2019
Q3 		– Sell
-22,309
Closed -$384K – 62
2019
Q2 		$384K Sell
22,309
-251
-1% -$4.31K 0.13% 54
2019
Q1 		$379K Hold
22,560
– – 0.14% 55
2018
Q4 		$351K Sell
22,560
-2,235
-9% -$40.9K 0.14% 53
2018
Q3 		$487K Sell
24,795
-31,123
-56% -$649K 0.16% 50
2018
Q2 		$1.14M Sell
55,918
-447
-0.8% -$9.36K 0.41% 40
2018
Q1 		$1.15M Sell
56,365
-279
-0.5% -$6.32K 0.38% 42
2017
Q4 		$1.34M Sell
56,644
-17,355
-23% -$400K 0.43% 42
2017
Q3 		$1.67M Sell
73,999
-1,055
-1% -$23.6K 0.53% 39
2017
Q2 		$1.76M Sell
75,054
-17,539
-19% -$400K 0.59% 40
2017
Q1 		$2.15M Sell
92,593
-18,796
-17% -$420K 0.73% 37
2016
Q4 		$2.32M Sell
111,389
-35,832
-24% -$669K 0.8% 37
2016
Q3 		$2.51M Hold
147,221
– – 0.81% 36
2016
Q2 		$2.28M Sell
147,221
-793
-0.5% -$12.1K 0.76% 37
2016
Q1 		$2.14M Sell
148,014
-1,899
-1% -$26.7K 0.74% 37
2015
Q4 		$2.33M Sell
149,913
-28,682
-16% -$480K 0.81% 36
2015
Q3 		$3.24M Sell
178,595
-5,083
-3% -$102K 1.09% 32
2015
Q2 		$3.99M Sell
183,678
-10,697
-6% -$228K 1.18% 30
2015
Q1 		$3.88M Sell
194,375
-45,199
-19% -$934K 1.13% 29
2014
Q4 		$4.81M Sell
239,574
-22,906
-9% -$473K 1.51% 29
2014
Q3 		$5.6M Sell
262,480
-2,771
-1% -$62.4K 1.67% 28
2014
Q2 		$6.23M Buy
265,251
+1,955
+0.7% +$45.4K 1.81% 27
2014
Q1 		$6.6M Buy
263,296
+224
+0.1% +$5.53K 2.06% 19
2013
Q4 		$6.67M Sell
263,072
-10,613
-4% -$269K 2.12% 23
2013
Q3 		$6.67M Sell
273,685
-1,676
-0.6% -$40.1K 2.22% 23
2013
Q2 		$6.46M Buy
+275,361
New +$7.24M 2.26% 22

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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 $5.9B AUM 29.63% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Lawson Kroeker Investment Management's JEF Position: Q3 2019 in Review

Lawson Kroeker Investment Management sold out of Jefferies Financial Group (JEF) in Q3 2019, closing a stake of 22,309 shares — an estimated $384K sold.

Lawson Kroeker Investment Management first reported a position in JEF in Q2 2013 and held it in 25 quarters. The position peaked at $6.67M in Q4 2013. 408 funds tracked by Wall St. Rank hold JEF as of Q3 2019.

  • Lawson Kroeker Investment Management reported no remaining Jefferies Financial Group position as of Q3 2019 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 22,309 Jefferies Financial Group shares in Q3 2019, an estimated $384K.
  • Lawson Kroeker Investment Management first reported a position in Jefferies Financial Group in Q2 2013 and held it in 25 quarters.
  • Lawson Kroeker Investment Management's Jefferies Financial Group position peaked at $6.67M in Q4 2013.
  • 408 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2019.

Based on Lawson Kroeker Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.