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Murray Stahl’s Jefferies Financial Group JEF Stock Holding History

Murray Stahl’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
2020
Q4 		– Sell
-11,470
Closed -$197K – 357
2020
Q3 		$197K Sell
11,470
-29,469
-72% -$482K 0.01% 338
2020
Q2 		$609K Buy
40,939
+525
+1% +$7.03K 0.02% 212
2020
Q1 		$528K Sell
40,414
-1,897
-4% -$36.2K 0.02% 204
2019
Q4 		$865K Sell
42,311
-2,742
-6% -$51.9K 0.02% 183
2019
Q3 		$793K Sell
45,053
-4,646
-9% -$82.7K 0.02% 195
2019
Q2 		$856K Sell
49,699
-305
-0.6% -$5.23K 0.02% 194
2019
Q1 		$841K Buy
+50,004
New +$883K 0.02% 200

Other funds holding JEF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Murray Stahl's JEF Position: Q4 2020 in Review

Murray Stahl sold out of Jefferies Financial Group (JEF) in Q4 2020, closing a stake of 11,470 shares — an estimated $197K sold.

Murray Stahl first reported a position in JEF in Q1 2019 and held it in 7 quarters. The position peaked at $865K in Q4 2019. 400 funds tracked by Wall St. Rank hold JEF as of Q4 2020.

  • Murray Stahl reported no remaining Jefferies Financial Group position as of Q4 2020 after selling out during the quarter.
  • Murray Stahl sold 11,470 Jefferies Financial Group shares in Q4 2020, an estimated $197K.
  • Murray Stahl first reported a position in Jefferies Financial Group in Q1 2019 and held it in 7 quarters.
  • Murray Stahl's Jefferies Financial Group position peaked at $865K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.