Moon Capital Management (Tennessee)’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $3.27M | Buy |
220,084
+17,505
| +9% | +$235K | 3.97% | 11 |
|
|
2020
Q1 | $2.65M | Buy |
202,579
+19,487
| +11% | +$372K | 3.64% | 14 |
|
|
2019
Q4 | $3.74M | Sell |
183,092
-23,313
| -11% | -$441K | 3.89% | 12 |
|
|
2019
Q3 | $3K | Sell |
206,405
-2,243
| -1% | -$39.9K | 0.04% | 31 |
|
|
2019
Q2 | $3.59M | Buy |
208,648
+4,865
| +2% | +$83.5K | 3.88% | 12 |
|
|
2019
Q1 | $3.43M | Buy |
203,783
+35,976
| +21% | +$635K | 3.94% | 8 |
|
|
2018
Q4 | $2.61M | Sell |
167,807
-29,863
| -15% | -$547K | 3.28% | 11 |
|
|
2018
Q3 | $3.88M | Buy |
197,670
+2,385
| +1% | +$49.7K | 3.87% | 11 |
|
|
2018
Q2 | $3.98M | Sell |
195,285
-1,989
| -1% | -$41.7K | 4.23% | 9 |
|
|
2018
Q1 | $4.01M | Buy |
197,274
+624
| +0.3% | +$14.1K | 4.71% | 8 |
|
|
2017
Q4 | $4.66M | Sell |
196,650
-531
| -0.3% | -$12.2K | 4.78% | 8 |
|
|
2017
Q3 | $4.46M | Buy |
197,181
+1,617
| +0.8% | +$36.2K | 5.16% | 8 |
|
|
2017
Q2 | $4.58M | Buy |
195,564
+2,223
| +1% | +$50.6K | 4.98% | 8 |
|
|
2017
Q1 | $4.5M | Buy |
193,341
+119
| +0.1% | +$2.66K | 5.25% | 6 |
|
|
2016
Q4 | $4.02M | Sell |
193,222
-3,014
| -2% | -$56.3K | 6.3% | 4 |
|
|
2016
Q3 | $3.34M | Sell |
196,236
-5,228
| -3% | -$86.6K | 4.62% | 6 |
|
|
2016
Q2 | $3.13M | Buy |
201,464
+801
| +0.4% | +$12.2K | 3.9% | 9 |
|
|
2016
Q1 | $2.9M | Buy |
200,663
+2,118
| +1% | +$29.8K | 3.7% | 9 |
|
|
2015
Q4 | $3.09M | Buy |
198,545
+12,263
| +7% | +$205K | 4.09% | 9 |
|
|
2015
Q3 | $3.38M | Buy |
186,282
+6,894
| +4% | +$138K | 4.88% | 9 |
|
|
2015
Q2 | $3.9M | Buy |
179,388
+3,798
| +2% | +$81.1K | 5.33% | 8 |
|
|
2015
Q1 | $3.5M | Sell |
175,590
-358
| -0.2% | -$7.4K | 5.4% | 9 |
|
|
2014
Q4 | $3.53M | Buy |
175,948
+3,239
| +2% | +$66.8K | 5.03% | 9 |
|
|
2014
Q3 | $3.69M | Buy |
172,709
+156
| +0.1% | +$3.51K | 6.12% | 7 |
|
|
2014
Q2 | $4.05M | Buy |
172,553
+26,389
| +18% | +$613K | 6.39% | 6 |
|
|
2014
Q1 | $3.66M | Buy |
146,164
+5,705
| +4% | +$141K | 4.95% | 7 |
|
|
2013
Q4 | $3.56M | Buy |
140,459
+505
| +0.4% | +$12.8K | 5.12% | 9 |
|
|
2013
Q3 | $3.41M | Buy |
+139,954
| New | +$3.35M | 4.86% | 7 |
|
Other funds holding JEF
FPA
MCM
BAM
DSC