MCF Advisors’s Jefferies Financial Group JEF Stock Holding History

MCF Advisors’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
2024 Q1	–	Sell	-60	Closed	-$2.42K	–	1007
2023 Q4	$2.42K	Buy	+60	New	+$2.12K	﹤0.01%	757
2020 Q3	–	Sell	-523	Closed	-$8K	–	486
2020 Q2	$8K	Hold	523	–	–	﹤0.01%	387
2020 Q1	$7K	Hold	523	–	–	﹤0.01%	388
2019 Q4	$11K	Sell	523 -732	-58%	-$13.8K	﹤0.01%	369
2019 Q3	$22K	Sell	1,255 -86	-6%	-$1.53K	﹤0.01%	317
2019 Q2	$23K	Hold	1,341	–	–	﹤0.01%	306
2019 Q1	$23K	Hold	1,341	–	–	﹤0.01%	287
2018 Q4	$21K	Hold	1,341	–	–	﹤0.01%	292
2018 Q3	$26K	Buy	1,341 +671	+100%	+$14K	﹤0.01%	273
2018 Q2	$14K	Buy	+670	New	+$14K	﹤0.01%	310

Other funds holding JEF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCF Advisors's JEF Position: Q1 2024 in Review

MCF Advisors sold out of Jefferies Financial Group (JEF) in Q1 2024, closing a stake of 60 shares — an estimated $2.42K sold.

MCF Advisors first reported a position in JEF in Q2 2018 and held it in 10 quarters. The position peaked at $26K in Q3 2018. 481 funds tracked by Wall St. Rank hold JEF as of Q1 2024.

MCF Advisors reported no remaining Jefferies Financial Group position as of Q1 2024 after selling out during the quarter.
MCF Advisors sold 60 Jefferies Financial Group shares in Q1 2024, an estimated $2.42K.
MCF Advisors first reported a position in Jefferies Financial Group in Q2 2018 and held it in 10 quarters.
MCF Advisors's Jefferies Financial Group position peaked at $26K in Q3 2018.
481 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2024.

Based on MCF Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.