Leuthold Group’s Jefferies Financial Group JEF Stock Holding History

Leuthold Group’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
2022 Q2	–	Sell	-92,236	Closed	-$2.9M	–	199
2022 Q1	$2.9M	Sell	92,236 -345	-0.4%	-$11.7K	0.37%	107
2021 Q4	$3.43M	Sell	92,581 -2,005	-2%	-$77.2K	0.4%	91
2021 Q3	$3.36M	Buy	94,586 +300	+0.3%	+$10K	0.41%	89
2021 Q2	$3.08M	Buy	+94,286	New	+$2.88M	0.38%	100
2013 Q4	–	Sell	-82,129	Closed	-$2M	–	257
2013 Q3	$2M	Buy	82,129 +1,047	+1%	+$25.1K	0.19%	148
2013 Q2	$1.9M	Buy	+81,082	New	+$2.13M	0.18%	153

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FPA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Leuthold Group's JEF Position: Q2 2022 in Review

Leuthold Group sold out of Jefferies Financial Group (JEF) in Q2 2022, closing a stake of 92,236 shares — an estimated $2.9M sold.

Leuthold Group first reported a position in JEF in Q2 2013 and held it in 6 quarters. The position peaked at $3.43M in Q4 2021. 426 funds tracked by Wall St. Rank hold JEF as of Q2 2022.

Leuthold Group reported no remaining Jefferies Financial Group position as of Q2 2022 after selling out during the quarter.
Leuthold Group sold 92,236 Jefferies Financial Group shares in Q2 2022, an estimated $2.9M.
Leuthold Group first reported a position in Jefferies Financial Group in Q2 2013 and held it in 6 quarters.
Leuthold Group's Jefferies Financial Group position peaked at $3.43M in Q4 2021.
426 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2022.

Based on Leuthold Group's 13F filing for Q2 2022, filed 1 Aug 2022.