MSFP
JEF icon

Mark Sheptoff Financial Planning’s Jefferies Financial Group JEF Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-3,033
Closed -$113K – 460
2021
Q4 		$113K Buy
3,033
+1,569
+107% +$60.4K 0.05% 132
2021
Q3 		$52K Buy
+1,464
New +$49K 0.03% 178

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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
First Trust Advisors
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
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

Mark Sheptoff Financial Planning's JEF Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 3,033 shares — an estimated $113K sold.

Mark Sheptoff Financial Planning first reported a position in JEF in Q3 2021 and held it in 2 quarters. The position peaked at $113K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,033 Jefferies Financial Group shares in Q1 2022, an estimated $113K.
  • Mark Sheptoff Financial Planning first reported a position in Jefferies Financial Group in Q3 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Jefferies Financial Group position peaked at $113K in Q4 2021.
  • 473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.