Livforsakringsbolaget Skandia’s Jefferies Financial Group JEF Stock Holding History

Livforsakringsbolaget Skandia’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
2020 Q2	–	Sell	-2,852	Closed	-$37K	–	676
2020 Q1	$37K	Hold	2,852	–	–	0.01%	629
2019 Q4	$58K	Hold	2,852	–	–	0.01%	615
2019 Q3	$50K	Sell	2,852 -194	-6%	-$3.45K	0.01%	613
2019 Q2	$52K	Hold	3,046	–	–	0.01%	597
2019 Q1	$51K	Hold	3,046	–	–	0.01%	601
2018 Q4	$47K	Hold	3,046	–	–	0.01%	603
2018 Q3	$60K	Sell	3,046 -2,458	-45%	-$51.2K	0.01%	646
2018 Q2	$112K	Hold	5,504	–	–	0.01%	640
2018 Q1	$112K	Hold	5,504	–	–	0.01%	637
2017 Q4	$131K	Sell	5,504 -1,452	-21%	-$33.5K	0.01%	602
2017 Q3	$157K	Hold	6,956	–	–	0.01%	594
2017 Q2	$163K	Hold	6,956	–	–	0.02%	583
2017 Q1	$162K	Sell	6,956 -8,714	-56%	-$195K	0.02%	583
2016 Q4	$326	Sell	15,670 -479	-3%	-$8.95K	0.02%	623
2016 Q3	$483K	Sell	16,149 -21,193	-57%	-$351K	0.02%	620
2016 Q2	$579K	Hold	37,342	–	–	0.03%	576
2016 Q1	$541K	Hold	37,342	–	–	0.03%	592
2015 Q4	$581K	Hold	37,342	–	–	0.03%	579
2015 Q3	$677K	Hold	37,342	–	–	0.04%	537
2015 Q2	$812K	Hold	37,342	–	–	0.04%	522
2015 Q1	$745K	Sell	37,342 -12,400	-25%	-$256K	0.04%	550
2014 Q4	$998K	Hold	49,742	–	–	0.05%	522
2014 Q3	$1.06M	Hold	49,742	–	–	0.04%	491
2014 Q2	$1.17M	Hold	49,742	–	–	0.04%	480
2014 Q1	$1.25M	Buy	+49,742	New	+$1.23M	0.05%	448

Other funds holding JEF

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

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

MCM

Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

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

BAM

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

DSC

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

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

Livforsakringsbolaget Skandia's JEF Position: Q2 2020 in Review

Livforsakringsbolaget Skandia sold out of Jefferies Financial Group (JEF) in Q2 2020, closing a stake of 2,852 shares — an estimated $37K sold.

Livforsakringsbolaget Skandia first reported a position in JEF in Q1 2014 and held it in 25 quarters. The position peaked at $1.25M in Q1 2014. 367 funds tracked by Wall St. Rank hold JEF as of Q2 2020.

Livforsakringsbolaget Skandia reported no remaining Jefferies Financial Group position as of Q2 2020 after selling out during the quarter.
Livforsakringsbolaget Skandia sold 2,852 Jefferies Financial Group shares in Q2 2020, an estimated $37K.
Livforsakringsbolaget Skandia first reported a position in Jefferies Financial Group in Q1 2014 and held it in 25 quarters.
Livforsakringsbolaget Skandia's Jefferies Financial Group position peaked at $1.25M in Q1 2014.
367 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2020.

Based on Livforsakringsbolaget Skandia's 13F filing for Q2 2020, filed 8 Jul 2020.