Michael F. Price’s Jefferies Financial Group JEF Stock Holding History

Michael F. Price’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 Q4	–	Sell	-70,605	Closed	-$2.51M	–	148
2021 Q3	$2.51M	Sell	70,605 -10,460	-13%	-$350K	0.29%	69
2021 Q2	$2.65M	Sell	81,065 -63,492	-44%	-$1.94M	0.29%	71
2021 Q1	$4.16M	Sell	144,557 -239,848	-62%	-$6.54M	0.5%	45
2020 Q4	$9.04M	Sell	384,405 -7,845	-2%	-$165K	1.39%	20
2020 Q3	$6.75M	Buy	392,250 +39,225	+11%	+$642K	1.22%	22
2020 Q2	$5.25M	Buy	353,025 +38,882	+12%	+$521K	0.96%	29
2020 Q1	$4.11M	Sell	314,143 -192,644	-38%	-$3.68M	0.83%	30
2019 Q4	$10.4M	Hold	506,787	–	–	1.45%	17
2019 Q3	$8.92M	Sell	506,787 -15,470	-3%	-$275K	1.23%	18
2019 Q2	$8.99M	Buy	522,257 +19,549	+4%	+$335K	1.17%	24
2019 Q1	$8.46M	Hold	502,708	–	–	1.05%	29
2018 Q4	$7.81M	Buy	+502,708	New	+$9.2M	1.06%	27

Other funds holding JEF

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Michael F. Price's JEF Position: Q4 2021 in Review

Michael F. Price sold out of Jefferies Financial Group (JEF) in Q4 2021, closing a stake of 70,605 shares — an estimated $2.51M sold.

Michael F. Price first reported a position in JEF in Q4 2018 and held it in 12 quarters. The position peaked at $10.4M in Q4 2019. 505 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

Michael F. Price reported no remaining Jefferies Financial Group position as of Q4 2021 after selling out during the quarter.
Michael F. Price sold 70,605 Jefferies Financial Group shares in Q4 2021, an estimated $2.51M.
Michael F. Price first reported a position in Jefferies Financial Group in Q4 2018 and held it in 12 quarters.
Michael F. Price's Jefferies Financial Group position peaked at $10.4M in Q4 2019.
505 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on Michael F. Price's 13F filing for Q4 2021, filed 14 Feb 2022.