Massachusetts Financial Services
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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
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
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services's JEF Position: Q3 2021 in Review

Massachusetts Financial Services sold out of Jefferies Financial Group (JEF) in Q3 2021, closing a stake of 205,094 shares — an estimated $6.71M sold.

Massachusetts Financial Services first reported a position in JEF in Q1 2017 and held it in 6 quarters. The position peaked at $6.71M in Q2 2021. 474 funds tracked by Wall St. Rank hold JEF as of Q3 2021.

  • Massachusetts Financial Services reported no remaining Jefferies Financial Group position as of Q3 2021 after selling out during the quarter.
  • Massachusetts Financial Services sold 205,094 Jefferies Financial Group shares in Q3 2021, an estimated $6.71M.
  • Massachusetts Financial Services first reported a position in Jefferies Financial Group in Q1 2017 and held it in 6 quarters.
  • Massachusetts Financial Services's Jefferies Financial Group position peaked at $6.71M in Q2 2021.
  • 474 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2021.

Based on Massachusetts Financial Services's 13F filing for Q3 2021, filed 10 Nov 2021.