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 $2.9T AUM 29.55% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $4.85B AUM 9.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return