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Meitav Investment House’s Jefferies Financial Group JEF Stock Holding History

Meitav Investment House’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
2023
Q3 		– Sell
-654
Closed -$21.8K – 439
2023
Q2 		$21.8K Buy
+654
New +$20.4K ﹤0.01% 496

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meitav Investment House's JEF Position: Q3 2023 in Review

Meitav Investment House sold out of Jefferies Financial Group (JEF) in Q3 2023, closing a stake of 654 shares — an estimated $21.8K sold.

Meitav Investment House first reported a position in JEF in Q2 2023 and held it in 1 quarter. The position peaked at $21.8K in Q2 2023. 437 funds tracked by Wall St. Rank hold JEF as of Q3 2023.

  • Meitav Investment House reported no remaining Jefferies Financial Group position as of Q3 2023 after selling out during the quarter.
  • Meitav Investment House sold 654 Jefferies Financial Group shares in Q3 2023, an estimated $21.8K.
  • Meitav Investment House first reported a position in Jefferies Financial Group in Q2 2023 and held it in 1 quarter.
  • Meitav Investment House's Jefferies Financial Group position peaked at $21.8K in Q2 2023.
  • 437 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.