MMA Asset Management’s Jefferies Financial Group JEF Stock Holding History

MMA Asset Management’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
2022 Q1	–	Sell	-7,079	Closed	-$263K	–	106
2021 Q4	$263K	Buy	7,079 +297	+4%	+$11.4K	0.19%	78
2021 Q3	$241K	Hold	6,782	–	–	0.18%	78
2021 Q2	$222K	Buy	+6,782	New	+$207K	0.17%	85

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

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

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

MMA Asset Management's JEF Position: Q1 2022 in Review

MMA Asset Management sold out of Jefferies Financial Group (JEF) in Q1 2022, closing a stake of 7,079 shares — an estimated $263K sold.

MMA Asset Management first reported a position in JEF in Q2 2021 and held it in 3 quarters. The position peaked at $263K in Q4 2021. 473 funds tracked by Wall St. Rank hold JEF as of Q1 2022.

MMA Asset Management reported no remaining Jefferies Financial Group position as of Q1 2022 after selling out during the quarter.
MMA Asset Management sold 7,079 Jefferies Financial Group shares in Q1 2022, an estimated $263K.
MMA Asset Management first reported a position in Jefferies Financial Group in Q2 2021 and held it in 3 quarters.
MMA Asset Management's Jefferies Financial Group position peaked at $263K in Q4 2021.
473 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2022.

Based on MMA Asset Management's 13F filing for Q1 2022, filed 13 May 2022.