Lee Ainslie’s Jefferies Financial Group JEF Stock Holding History

Lee Ainslie’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 Q2	–	Sell	-12,182	Closed	-$387K	–	480
2023 Q1	$387K	Buy	+12,182	New	+$440K	0.01%	359
2021 Q2	–	Sell	-18,886	Closed	-$543K	–	769
2021 Q1	$543K	Sell	18,886 -10,661	-36%	-$291K	0.01%	380
2020 Q4	$695K	Sell	29,547 -15,272	-34%	-$320K	0.01%	302
2020 Q3	$771K	Sell	44,819 -619	-1%	-$10.1K	0.01%	341
2020 Q2	$675K	Buy	+45,438	New	+$609K	0.01%	411

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's JEF Position: Q2 2023 in Review

Lee Ainslie sold out of Jefferies Financial Group (JEF) in Q2 2023, closing a stake of 12,182 shares — an estimated $387K sold.

Lee Ainslie first reported a position in JEF in Q2 2020 and held it in 5 quarters. The position peaked at $771K in Q3 2020. 429 funds tracked by Wall St. Rank hold JEF as of Q2 2023.

Lee Ainslie reported no remaining Jefferies Financial Group position as of Q2 2023 after selling out during the quarter.
Lee Ainslie sold 12,182 Jefferies Financial Group shares in Q2 2023, an estimated $387K.
Lee Ainslie first reported a position in Jefferies Financial Group in Q2 2020 and held it in 5 quarters.
Lee Ainslie's Jefferies Financial Group position peaked at $771K in Q3 2020.
429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2023.

Based on Maverick Capital's 13F filing for Q2 2023, filed 14 Aug 2023.