Next Financial Group’s Jefferies Financial Group JEF Stock Holding History

Next Financial Group’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	$8K	Buy	+211	New	+$8.13K	﹤0.01%	2266
2018 Q4	–	Sell	-1,117	Closed	-$22K	–	2022
2018 Q3	$22K	Buy	+1,117	New	+$23.3K	0.01%	756
2017 Q4	–	Sell	-5,921	Closed	-$134K	–	855
2017 Q3	$134K	Buy	+5,921	New	+$133K	0.04%	418
2017 Q1	–	Sell	-447	Closed	-$9K	–	2083
2016 Q4	$9K	Hold	447	–	–	﹤0.01%	1693
2016 Q3	$8K	Hold	447	–	–	﹤0.01%	1755
2016 Q2	$6K	Buy	447 +168	+60%	+$2.57K	﹤0.01%	1359
2016 Q1	$4K	Hold	279	–	–	﹤0.01%	1422
2015 Q4	$4K	Hold	279	–	–	﹤0.01%	1452
2015 Q3	$5K	Hold	279	–	–	﹤0.01%	1419
2015 Q2	$6K	Sell	279 -981	-78%	-$21K	﹤0.01%	1428
2015 Q1	$25K	Buy	1,260 +981	+352%	+$20.3K	0.01%	907
2014 Q4	$6K	Sell	279 -452	-62%	-$9.33K	﹤0.01%	1432
2014 Q3	$16K	Buy	+731	New	+$16.5K	﹤0.01%	1531

Other funds holding JEF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Next Financial Group's JEF Position: Q4 2021 in Review

Next Financial Group opened a new position in Jefferies Financial Group (JEF) in Q4 2021: 211 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #2266 among its holdings. This is a return to the name: Next Financial Group previously reported a position in JEF as recently as Q3 2018.

Next Financial Group first reported a position in JEF in Q3 2014 and has held it in 13 quarters since. The position peaked at $134K in Q3 2017. 506 funds tracked by Wall St. Rank hold JEF as of Q4 2021.

Next Financial Group held 211 shares of Jefferies Financial Group worth $8K as of Q4 2021.
Jefferies Financial Group was a new Next Financial Group position in Q4 2021.
Jefferies Financial Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2266 holding.
Next Financial Group first reported a position in Jefferies Financial Group in Q3 2014 and has held it in 13 quarters since.
Next Financial Group's Jefferies Financial Group position peaked at $134K in Q3 2017.
506 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.