LBG
JEF icon

Lloyds Banking Group’s Jefferies Financial Group JEF Stock Holding History

Lloyds Banking 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
2014
Q4 		– Sell
-6,945
Closed -$148K – 234
2014
Q3 		$148K Sell
6,945
-1,517
-18% -$34.2K 0.04% 308
2014
Q2 		$198K Sell
8,462
-87,004
-91% -$2.02M 0.05% 266
2014
Q1 		$2.39M Sell
95,466
-4,142
-4% -$102K 0.02% 415
2013
Q4 		$2.53M Buy
99,608
+11,118
+13% +$281K 0.02% 419
2013
Q3 		$2.16M Sell
88,490
-2,403
-3% -$57.5K 0.02% 413
2013
Q2 		$2.13M Buy
+90,893
New +$2.39M 0.02% 396

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Lloyds Banking Group's JEF Position: Q4 2014 in Review

Lloyds Banking Group sold out of Jefferies Financial Group (JEF) in Q4 2014, closing a stake of 6,945 shares — an estimated $148K sold.

Lloyds Banking Group first reported a position in JEF in Q2 2013 and held it in 6 quarters. The position peaked at $2.53M in Q4 2013. 429 funds tracked by Wall St. Rank hold JEF as of Q4 2014.

  • Lloyds Banking Group reported no remaining Jefferies Financial Group position as of Q4 2014 after selling out during the quarter.
  • Lloyds Banking Group sold 6,945 Jefferies Financial Group shares in Q4 2014, an estimated $148K.
  • Lloyds Banking Group first reported a position in Jefferies Financial Group in Q2 2013 and held it in 6 quarters.
  • Lloyds Banking Group's Jefferies Financial Group position peaked at $2.53M in Q4 2013.
  • 429 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2014.

Based on Lloyds Banking Group's 13F filing for Q4 2014, filed 12 Feb 2015.