Massachusetts Financial Services

Massachusetts Financial Services’s Jefferies Financial Group JEF Stock Holding History

Massachusetts Financial Services’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
2021 Q3	–	Sell	-205,094	Closed	-$6.71M	–	921
2021 Q2	$6.71M	Buy	+205,094	New	+$6.26M	﹤0.01%	693
2018 Q2	–	Sell	-77,426	Closed	-$1.57M	–	850
2018 Q1	$1.57M	Buy	77,426 +19,530	+34%	+$443K	﹤0.01%	719
2017 Q4	$1.37M	Buy	57,896 +11,313	+24%	+$261K	﹤0.01%	725
2017 Q3	$1.05M	Buy	46,583 +1,779	+4%	+$39.9K	﹤0.01%	739
2017 Q2	$1.05M	Buy	44,804 +197	+0.4%	+$4.49K	﹤0.01%	758
2017 Q1	$1.04M	Buy	+44,607	New	+$997K	﹤0.01%	744

Other funds holding JEF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Financial Group Tokyo, Japan $4.92B AUM 1.39% 1-Year Est. Return

First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return