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Lee Financial’s Jefferies Financial Group JEF Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-114
Closed -$4.61K – 510
2023
Q4 		$4.61K Hold
114
– – ﹤0.01% 560
2023
Q3 		$4.18K Hold
114
– – ﹤0.01% 552
2023
Q2 		$3.78K Hold
114
– – ﹤0.01% 548
2023
Q1 		$3.62K Buy
114
+52
+84% +$1.88K ﹤0.01% 577
2022
Q4 		$2.02K Hold
62
– – ﹤0.01% 690
2022
Q3 		$2K Hold
62
– – ﹤0.01% 686
2022
Q2 		$2K Hold
62
– – ﹤0.01% 702
2022
Q1 		$2K Hold
62
– – ﹤0.01% 653
2021
Q4 		$2K Hold
62
– – ﹤0.01% 750
2021
Q3 		$2K Hold
62
– – ﹤0.01% 622
2021
Q2 		$2K Buy
+62
New +$1.89K ﹤0.01% 581
2020
Q2 		– Sell
-354
Closed -$5K – 534
2020
Q1 		$5K Sell
354
-101
-22% -$1.93K ﹤0.01% 377
2019
Q4 		$9K Buy
455
+3
+0.7% +$57 ﹤0.01% 364
2019
Q3 		$8K Sell
452
-28
-6% -$498 ﹤0.01% 382
2019
Q2 		$8K Buy
480
+3
+0.6% +$51 ﹤0.01% 386
2019
Q1 		$8K Buy
477
+3
+0.6% +$53 ﹤0.01% 369
2018
Q4 		$7K Buy
474
+6
+1% +$110 ﹤0.01% 331
2018
Q3 		$9K Buy
+468
New +$9.76K ﹤0.01% 345

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's JEF Position: Q1 2024 in Review

Lee Financial sold out of Jefferies Financial Group (JEF) in Q1 2024, closing a stake of 114 shares — an estimated $4.61K sold.

Lee Financial first reported a position in JEF in Q3 2018 and held it in 18 quarters. The position peaked at $9K in Q4 2019. 482 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

  • Lee Financial reported no remaining Jefferies Financial Group position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 114 Jefferies Financial Group shares in Q1 2024, an estimated $4.61K.
  • Lee Financial first reported a position in Jefferies Financial Group in Q3 2018 and held it in 18 quarters.
  • Lee Financial's Jefferies Financial Group position peaked at $9K in Q4 2019.
  • 482 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.